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Pacific Global Investment Management’s Equitable Holdings EQH Stock Holding History

Pacific Global Investment 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
2024
Q4 		– Sell
-6,250
Closed -$263K – 111
2024
Q3 		$263K Sell
6,250
-369
-6% -$15.1K 0.05% 182
2024
Q2 		$270K Sell
6,619
-556
-8% -$21.8K 0.05% 177
2024
Q1 		$273K Sell
7,175
-209
-3% -$7.11K 0.05% 180
2023
Q4 		$246K Hold
7,384
– – 0.05% 195
2023
Q3 		$210K Hold
7,384
– – 0.05% 196
2023
Q2 		$201K Buy
+7,384
New +$187K 0.04% 205
2023
Q1 		– Sell
-7,865
Closed -$226K – 216
2022
Q4 		$226K Hold
7,865
– – 0.05% 202
2022
Q3 		$207K Sell
7,865
-420
-5% -$11.9K 0.05% 199
2022
Q2 		$216K Sell
8,285
-2,553
-24% -$74K 0.05% 194
2022
Q1 		$335K Hold
10,838
– – 0.07% 173
2021
Q4 		$355K Sell
10,838
-868
-7% -$28.5K 0.07% 166
2021
Q3 		$347K Hold
11,706
– – 0.07% 167
2021
Q2 		$356K Sell
11,706
-290
-2% -$9.46K 0.07% 166
2021
Q1 		$391K Sell
11,996
-2,338
-16% -$67.4K 0.08% 157
2020
Q4 		$367K Sell
14,334
-632
-4% -$14.8K 0.08% 157
2020
Q3 		$273K Buy
14,966
+95
+0.6% +$1.91K 0.07% 149
2020
Q2 		$287K Hold
14,871
– – 0.08% 144
2020
Q1 		$215K Buy
14,871
+2,076
+16% +$45.3K 0.07% 161
2019
Q4 		$317K Buy
12,795
+1,504
+13% +$34.9K 0.07% 170
2019
Q3 		$250K Buy
+11,291
New +$242K 0.06% 183

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pacific Global Investment Management's EQH Position: Q4 2024 in Review

Pacific Global Investment Management sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 6,250 shares — an estimated $263K sold.

Pacific Global Investment Management first reported a position in EQH in Q3 2019 and held it in 20 quarters. The position peaked at $391K in Q1 2021. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Pacific Global Investment Management reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Pacific Global Investment Management sold 6,250 Equitable Holdings shares in Q4 2024, an estimated $263K.
  • Pacific Global Investment Management first reported a position in Equitable Holdings in Q3 2019 and held it in 20 quarters.
  • Pacific Global Investment Management's Equitable Holdings position peaked at $391K in Q1 2021.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.