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NFJ Investment Group’s Equitable Holdings EQH Stock Holding History

NFJ Investment 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
2022
Q3 		– Sell
-419,277
Closed -$10.9M – 319
2022
Q2 		$10.9M Sell
419,277
-9,514
-2% -$276K 0.26% 124
2022
Q1 		$13.3M Sell
428,791
-7,165
-2% -$236K 0.27% 122
2021
Q4 		$14.3M Sell
435,956
-38,367
-8% -$1.26M 0.26% 123
2021
Q3 		$14.1M Sell
474,323
-16,483
-3% -$499K 0.28% 117
2021
Q2 		$14.9M Buy
+490,806
New +$16M 0.28% 110

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NFJ Investment Group's EQH Position: Q3 2022 in Review

NFJ Investment Group sold out of Equitable Holdings (EQH) in Q3 2022, closing a stake of 419,277 shares — an estimated $10.9M sold.

NFJ Investment Group first reported a position in EQH in Q2 2021 and held it in 5 quarters. The position peaked at $14.9M in Q2 2021. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

  • NFJ Investment Group reported no remaining Equitable Holdings position as of Q3 2022 after selling out during the quarter.
  • NFJ Investment Group sold 419,277 Equitable Holdings shares in Q3 2022, an estimated $10.9M.
  • NFJ Investment Group first reported a position in Equitable Holdings in Q2 2021 and held it in 5 quarters.
  • NFJ Investment Group's Equitable Holdings position peaked at $14.9M in Q2 2021.
  • 388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on NFJ Investment Group's 13F filing for Q3 2022, filed 14 Nov 2022.