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Next Capital Management’s Equitable Holdings EQH Stock Holding History

Next Capital 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
-287
Closed -$6K – 423
2019
Q2 		$6K Buy
+287
New +$6.18K ﹤0.01% 574

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

Next Capital Management's EQH Position: Q3 2019 in Review

Next Capital Management sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 287 shares — an estimated $6K sold.

Next Capital Management first reported a position in EQH in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

  • Next Capital Management reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 287 Equitable Holdings shares in Q3 2019, an estimated $6K.
  • Next Capital Management first reported a position in Equitable Holdings in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Equitable Holdings position peaked at $6K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

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