New Vernon Investment Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
100,349
+10,550
| +12% | +$592K | 6.55% | 4 |
|
|
2025
Q1 | $4.68M | Buy |
89,799
+83,231
| +1,267% | +$4.34M | 6.26% | 4 |
|
|
2024
Q4 | $2.38M | Sell |
6,568
-75,920
| -92% | -$27.5M | 3.15% | 14 |
|
|
2024
Q3 | $3.47M | Buy |
82,488
+5,933
| +8% | +$249K | 3.73% | 10 |
|
|
2024
Q2 | $3.13M | Sell |
76,555
-10,937
| -13% | -$447K | 4.06% | 11 |
|
|
2024
Q1 | $3.33M | Buy |
+87,492
| New | +$3.33M | 2.83% | 13 |
|