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Loring Wolcott & Coolidge Fiduciary Advisors’s Equitable Holdings EQH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$18K – 779
2020
Q3 		$18K Hold
1,000
– – ﹤0.01% 474
2020
Q2 		$19K Hold
1,000
– – ﹤0.01% 452
2020
Q1 		$14K Hold
1,000
– – ﹤0.01% 504
2019
Q4 		$25K Buy
+1,000
New +$23.2K ﹤0.01% 509

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EQH Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 1,000 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EQH in Q4 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 Equitable Holdings shares in Q4 2020, an estimated $18K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Equitable Holdings in Q4 2019 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Equitable Holdings position peaked at $25K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.