Paradigm Asset Management’s Equitable Holdings EQH Stock Holding History

Paradigm 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
2024 Q2	–	Sell	-5,400	Closed	-$205K	–	519
2024 Q1	$205K	Sell	5,400 -1,900	-26%	-$64.6K	0.05%	287
2023 Q4	$243K	Hold	7,300	–	–	0.06%	284
2023 Q3	$207K	Hold	7,300	–	–	0.06%	292
2023 Q2	$198K	Buy	+7,300	New	+$185K	0.05%	295

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Paradigm Asset Management's EQH Position: Q2 2024 in Review

Paradigm Asset Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 5,400 shares — an estimated $205K sold.

Paradigm Asset Management first reported a position in EQH in Q2 2023 and held it in 4 quarters. The position peaked at $243K in Q4 2023. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Paradigm Asset Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Paradigm Asset Management sold 5,400 Equitable Holdings shares in Q2 2024, an estimated $205K.
Paradigm Asset Management first reported a position in Equitable Holdings in Q2 2023 and held it in 4 quarters.
Paradigm Asset Management's Equitable Holdings position peaked at $243K in Q4 2023.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Paradigm Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.