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Next Financial Group’s Equitable Holdings EQH Stock Holding History

Next Financial Group’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
2021
Q4 		$3K Buy
86
+56
+187% +$1.84K ﹤0.01% 2523
2021
Q3 		$1K Buy
30
+7
+30% +$212 ﹤0.01% 2602
2021
Q2 		$1K Sell
23
-17
-43% -$554 ﹤0.01% 2508
2021
Q1 		$1K Sell
40
-36
-47% -$1.04K ﹤0.01% 2399
2020
Q4 		$2K Buy
+76
New +$1.78K ﹤0.01% 2174

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Next Financial Group's EQH Position: Q4 2021 in Review

Next Financial Group increased its Equitable Holdings (EQH) stake by 187% in Q4 2021, buying an estimated $1.84K and bringing the position to 86 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Next Financial Group first reported a position in EQH in Q4 2020 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

  • Next Financial Group held 86 shares of Equitable Holdings worth $3K as of Q4 2021.
  • Next Financial Group bought 56 Equitable Holdings shares in Q4 2021, an estimated $1.84K.
  • Equitable Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2523 holding.
  • Next Financial Group first reported a position in Equitable Holdings in Q4 2020 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.