Oxford Asset Management’s Equitable Holdings EQH Stock Holding History

Oxford Asset 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
2020 Q1	–	Sell	-33,754	Closed	-$836K	–	562
2019 Q4	$836K	Buy	+33,754	New	+$782K	0.02%	970
2019 Q3	–	Sell	-55,323	Closed	-$1.16M	–	1780
2019 Q2	$1.16M	Sell	55,323 -93,280	-63%	-$2.01M	0.02%	903
2019 Q1	$2.99M	Buy	148,603 +91,034	+158%	+$1.74M	0.07%	394
2018 Q4	$957K	Buy	+57,569	New	+$1.12M	0.02%	885

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Oxford Asset Management's EQH Position: Q1 2020 in Review

Oxford Asset Management sold out of Equitable Holdings (EQH) in Q1 2020, closing a stake of 33,754 shares — an estimated $836K sold.

Oxford Asset Management first reported a position in EQH in Q4 2018 and held it in 4 quarters. The position peaked at $2.99M in Q1 2019. 273 funds tracked by Wall St. Rank hold EQH as of Q1 2020.

Oxford Asset Management reported no remaining Equitable Holdings position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 33,754 Equitable Holdings shares in Q1 2020, an estimated $836K.
Oxford Asset Management first reported a position in Equitable Holdings in Q4 2018 and held it in 4 quarters.
Oxford Asset Management's Equitable Holdings position peaked at $2.99M in Q1 2019.
273 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.