Mirova’s Equitable Holdings EQH Stock Holding History

Mirova’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
2023 Q4	–	Sell	-12,599	Closed	-$358K	–	129
2023 Q3	$358K	Sell	12,599 -3,051	-19%	-$86.1K	0.07%	69
2023 Q2	$425K	Sell	15,650 -6,462	-29%	-$164K	0.07%	98
2023 Q1	$561K	Buy	+22,112	New	+$652K	0.08%	104

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirova's EQH Position: Q4 2023 in Review

Mirova sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 12,599 shares — an estimated $358K sold.

Mirova first reported a position in EQH in Q1 2023 and held it in 3 quarters. The position peaked at $561K in Q1 2023. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Mirova reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Mirova sold 12,599 Equitable Holdings shares in Q4 2023, an estimated $358K.
Mirova first reported a position in Equitable Holdings in Q1 2023 and held it in 3 quarters.
Mirova's Equitable Holdings position peaked at $561K in Q1 2023.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Mirova's 13F filing for Q4 2023, filed 13 Feb 2024.