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MUFG Securities EMEA’s Equitable Holdings EQH Stock Holding History

MUFG Securities EMEA’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
2025
Q1 		– Sell
-70,999
Closed -$3.35M – 162
2024
Q4 		$3.35M Buy
+70,999
New +$3.28M 0.06% 150
2021
Q3 		– Sell
-310,000
Closed -$9.44M – 302
2021
Q2 		$9.44M Buy
310,000
+191,000
+161% +$6.23M 0.09% 125
2021
Q1 		$3.88M Buy
+119,000
New +$3.43M 0.03% 240
2020
Q2 		– Sell
-120,000
Closed -$1.73M – 438
2020
Q1 		$1.73M Sell
120,000
-154,200
-56% -$3.37M 0.02% 298
2019
Q4 		$6.79M Buy
274,200
+95,035
+53% +$2.2M 0.05% 243
2019
Q3 		$3.97M Buy
+179,165
New +$3.84M 0.05% 193
2019
Q1 		– Sell
-515,400
Closed -$8.57M – 519
2018
Q4 		$8.57M Buy
+515,400
New +$10.1M 0.09% 130

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MUFG Securities EMEA's EQH Position: Q1 2025 in Review

MUFG Securities EMEA sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 70,999 shares — an estimated $3.35M sold.

MUFG Securities EMEA first reported a position in EQH in Q4 2018 and held it in 7 quarters. The position peaked at $9.44M in Q2 2021. 576 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • MUFG Securities EMEA reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • MUFG Securities EMEA sold 70,999 Equitable Holdings shares in Q1 2025, an estimated $3.35M.
  • MUFG Securities EMEA first reported a position in Equitable Holdings in Q4 2018 and held it in 7 quarters.
  • MUFG Securities EMEA's Equitable Holdings position peaked at $9.44M in Q2 2021.
  • 576 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on MUFG Securities EMEA's 13F filing for Q1 2025, filed 12 May 2025.