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MQS Management’s Equitable Holdings EQH Stock Holding History

MQS 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
2024
Q4 		– Sell
-13,977
Closed -$587K – 140
2024
Q3 		$587K Buy
+13,977
New +$573K 0.33% 91
2023
Q1 		– Sell
-16,312
Closed -$468K – 448
2022
Q4 		$468K Buy
+16,312
New +$483K 0.32% 110
2022
Q2 		– Sell
-15,110
Closed -$467K – 438
2022
Q1 		$467K Buy
+15,110
New +$498K 0.38% 81

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MQS Management's EQH Position: Q4 2024 in Review

MQS Management sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 13,977 shares — an estimated $587K sold.

MQS Management first reported a position in EQH in Q1 2022 and held it in 3 quarters. The position peaked at $587K in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • MQS Management reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 13,977 Equitable Holdings shares in Q4 2024, an estimated $587K.
  • MQS Management first reported a position in Equitable Holdings in Q1 2022 and held it in 3 quarters.
  • MQS Management's Equitable Holdings position peaked at $587K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.