Marshall Wace North America’s Equitable Holdings EQH Stock Holding History

Marshall Wace North America’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	-317,249	Closed	-$8.12M	–	1573
2020 Q4	$8.12M	Sell	317,249 -351,996	-53%	-$8.23M	0.04%	426
2020 Q3	$12.2M	Sell	669,245 -16,133	-2%	-$324K	0.08%	254
2020 Q2	$13.2M	Buy	685,378 +602,521	+727%	+$10.8M	0.09%	232
2020 Q1	$1.2M	Buy	82,857 +27,571	+50%	+$602K	0.01%	585
2019 Q4	$1.37M	Sell	55,286 -57,221	-51%	-$1.33M	0.01%	659
2019 Q3	$2.49M	Buy	+112,507	New	+$2.41M	0.01%	504
2019 Q2	–	Sell	-870,806	Closed	-$17.5M	–	1271
2019 Q1	$17.5M	Buy	870,806 +426,871	+96%	+$8.15M	0.12%	160
2018 Q4	$7.38M	Buy	443,935 +251,825	+131%	+$4.91M	0.07%	198
2018 Q3	$4.12M	Buy	192,110 +50,782	+36%	+$1.11M	0.03%	356
2018 Q2	$2.91M	Buy	+141,328	New	+$3.01M	0.02%	667

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Marshall Wace North America's EQH Position: Q1 2021 in Review

Marshall Wace North America sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 317,249 shares — an estimated $8.12M sold.

Marshall Wace North America first reported a position in EQH in Q2 2018 and held it in 10 quarters. The position peaked at $17.5M in Q1 2019. 367 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

Marshall Wace North America reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
Marshall Wace North America sold 317,249 Equitable Holdings shares in Q1 2021, an estimated $8.12M.
Marshall Wace North America first reported a position in Equitable Holdings in Q2 2018 and held it in 10 quarters.
Marshall Wace North America's Equitable Holdings position peaked at $17.5M in Q1 2019.
367 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Marshall Wace North America's 13F filing for Q1 2021, filed 17 May 2021.