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Penserra Capital Management’s Equitable Holdings EQH Stock Holding History

Penserra Capital 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
Q4 		– Sell
-3,817
Closed -$69K – 1044
2020
Q3 		$69K Sell
3,817
-1,555
-29% -$31.3K ﹤0.01% 593
2020
Q2 		$103K Sell
5,372
-2,428
-31% -$43.4K 0.01% 554
2020
Q1 		$139K Buy
7,800
+7,415
+1,926% +$162K 0.01% 501
2019
Q4 		$9K Sell
385
-137
-26% -$3.17K ﹤0.01% 845
2019
Q3 		$11K Buy
+522
New +$11.2K ﹤0.01% 787

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Penserra Capital Management's EQH Position: Q4 2020 in Review

Penserra Capital Management sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 3,817 shares — an estimated $69K sold.

Penserra Capital Management first reported a position in EQH in Q3 2019 and held it in 5 quarters. The position peaked at $139K in Q1 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

  • Penserra Capital Management reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
  • Penserra Capital Management sold 3,817 Equitable Holdings shares in Q4 2020, an estimated $69K.
  • Penserra Capital Management first reported a position in Equitable Holdings in Q3 2019 and held it in 5 quarters.
  • Penserra Capital Management's Equitable Holdings position peaked at $139K in Q1 2020.
  • 352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Penserra Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.