Mackay Shields LLC’s Equitable Holdings EQH Stock Holding History

Mackay Shields LLC’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
2021 Q1	–	Sell	-27,788	Closed	-$711K	–	1516
2020 Q4	$711K	Sell	27,788 -51,978	-65%	-$1.22M	﹤0.01%	1170
2020 Q3	$1.46M	Sell	79,766 -341,501	-81%	-$6.87M	0.01%	901
2020 Q2	$8.13M	Buy	421,267 +271,053	+180%	+$4.84M	0.06%	326
2020 Q1	$2.17M	Sell	150,214 -343,655	-70%	-$7.51M	0.02%	635
2019 Q4	$12.2M	Sell	493,869 -34,952	-7%	-$810K	0.08%	275
2019 Q3	$11.7M	Buy	528,821 +92,831	+21%	+$1.99M	0.07%	309
2019 Q2	$9.11M	Buy	435,990 +368,190	+543%	+$7.92M	0.06%	365
2019 Q1	$1.36M	Buy	+67,800	New	+$1.29M	0.01%	883

Other funds holding EQH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mackay Shields LLC's EQH Position: Q1 2021 in Review

Mackay Shields LLC sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 27,788 shares — an estimated $711K sold.

Mackay Shields LLC first reported a position in EQH in Q1 2019 and held it in 8 quarters. The position peaked at $12.2M in Q4 2019. 367 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

Mackay Shields LLC reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
Mackay Shields LLC sold 27,788 Equitable Holdings shares in Q1 2021, an estimated $711K.
Mackay Shields LLC first reported a position in Equitable Holdings in Q1 2019 and held it in 8 quarters.
Mackay Shields LLC's Equitable Holdings position peaked at $12.2M in Q4 2019.
367 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Mackay Shields LLC's 13F filing for Q1 2021, filed 14 May 2021.