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Marex Group’s Equus Total Return EQS Stock Holding History

Marex Group’s Portfolio EQS Stock Details EQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$14.5K – 564
2023
Q4 		$14.5K Buy
+10,000
New +$14.7K ﹤0.01% 546

Other funds holding EQS

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marex Group's EQS Position: Q1 2024 in Review

Marex Group sold out of Equus Total Return (EQS) in Q1 2024, closing a stake of 10,000 shares — an estimated $14.5K sold.

Marex Group first reported a position in EQS in Q4 2023 and held it in 1 quarter. The position peaked at $14.5K in Q4 2023. 9 funds tracked by Wall St. Rank hold EQS as of Q1 2024.

  • Marex Group reported no remaining Equus Total Return position as of Q1 2024 after selling out during the quarter.
  • Marex Group sold 10,000 Equus Total Return shares in Q1 2024, an estimated $14.5K.
  • Marex Group first reported a position in Equus Total Return in Q4 2023 and held it in 1 quarter.
  • Marex Group's Equus Total Return position peaked at $14.5K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Equus Total Return as of Q1 2024.

Based on Marex Group's 13F filing for Q1 2024, filed 2 Apr 2026.