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McElhenny Sheffield Capital Management’s EQT Corp EQT Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-227
Closed -$7.68K – 238
2022
Q4 		$7.68K Buy
+227
New +$9.11K ﹤0.01% 353

Other funds holding EQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's EQT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of EQT Corp (EQT) in Q1 2023, closing a stake of 227 shares — an estimated $7.68K sold.

McElhenny Sheffield Capital Management first reported a position in EQT in Q4 2022 and held it in 1 quarter. The position peaked at $7.68K in Q4 2022. 600 funds tracked by Wall St. Rank hold EQT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining EQT Corp position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 227 EQT Corp shares in Q1 2023, an estimated $7.68K.
  • McElhenny Sheffield Capital Management first reported a position in EQT Corp in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's EQT Corp position peaked at $7.68K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held EQT Corp as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.