Pictet Asset Management (Switzerland)’s Equitable Holdings EQH Stock Holding History

Pictet Asset Management (Switzerland)’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	$4.15M	Buy	152,716 +1,274	+0.8%	+$32.2K	﹤0.01%	801
2023 Q1	$3.85M	Sell	151,442 -300	-0.2%	-$8.85K	﹤0.01%	831
2022 Q4	$4.36M	Sell	151,742 -2,905	-2%	-$86K	0.01%	767
2022 Q3	$4.08M	Buy	154,647 +695	+0.5%	+$19.8K	0.01%	777
2022 Q2	$4.01M	Sell	153,952 -4,571	-3%	-$132K	0.01%	804
2022 Q1	$4.9M	Buy	158,523 +2,404	+2%	+$79.2K	0.01%	814
2021 Q4	$5.12M	Sell	156,119 -20,778	-12%	-$682K	0.01%	827
2021 Q3	$5.24M	Buy	+176,897	New	+$5.36M	0.01%	829

Other funds holding EQH

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EQH Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Equitable Holdings (EQH) stake by 0.84% in Q2 2023, buying an estimated $32.2K and bringing the position to 152,716 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Pictet Asset Management (Switzerland) first reported a position in EQH in Q3 2021 and has held it in 8 quarters since. The position peaked at $5.24M in Q3 2021. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

Pictet Asset Management (Switzerland) held 152,716 shares of Equitable Holdings worth $4.15M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 1,274 Equitable Holdings shares in Q2 2023, an estimated $32.2K.
Equitable Holdings made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #801 holding.
Pictet Asset Management (Switzerland) first reported a position in Equitable Holdings in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Equitable Holdings position peaked at $5.24M in Q3 2021.
380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.