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Oliver Lagore Vanvalin Investment Group’s Equitable Holdings EQH Stock Holding History

Oliver Lagore Vanvalin 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
2023
Q2 		– Sell
-188
Closed -$4.77K – 797
2023
Q1 		$4.77K Hold
188
– – ﹤0.01% 494
2022
Q4 		$5.4K Hold
188
– – ﹤0.01% 458
2022
Q3 		$5K Buy
+188
New +$5.34K ﹤0.01% 426

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 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

Oliver Lagore Vanvalin Investment Group's EQH Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 188 shares — an estimated $4.77K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EQH in Q3 2022 and held it in 3 quarters. The position peaked at $5.4K in Q4 2022. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 188 Equitable Holdings shares in Q2 2023, an estimated $4.77K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Equitable Holdings in Q3 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Equitable Holdings position peaked at $5.4K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.