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Monashee Investment Management’s Equitable Holdings EQH Stock Holding History

Monashee Investment Management’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
2019
Q3 		– Sell
-95,835
Closed -$2M – 137
2019
Q2 		$2M Sell
95,835
-604,165
-86% -$13M 0.52% 57
2019
Q1 		$14.1M Buy
+700,000
New +$13.4M 3.24% 4
2018
Q2 		– Hold
0
– – – 1

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Monashee Investment Management's EQH Position: Q3 2019 in Review

Monashee Investment Management sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 95,835 shares — an estimated $2M sold.

Monashee Investment Management first reported a position in EQH in Q1 2019 and held it in 2 quarters. The position peaked at $14.1M in Q1 2019. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

  • Monashee Investment Management reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
  • Monashee Investment Management sold 95,835 Equitable Holdings shares in Q3 2019, an estimated $2M.
  • Monashee Investment Management first reported a position in Equitable Holdings in Q1 2019 and held it in 2 quarters.
  • Monashee Investment Management's Equitable Holdings position peaked at $14.1M in Q1 2019.
  • 255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

Based on Monashee Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.