Plan Group Financial’s EQT Corp EQT Stock Holding History

Plan Group Financial’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,000	Closed	-$247K	–	80
2023 Q2	$247K	Buy	+6,000	New	+$212K	0.21%	58

Other funds holding EQT

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Plan Group Financial's EQT Position: Q3 2023 in Review

Plan Group Financial sold out of EQT Corp (EQT) in Q3 2023, closing a stake of 6,000 shares — an estimated $247K sold.

Plan Group Financial first reported a position in EQT in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 631 funds tracked by Wall St. Rank hold EQT as of Q3 2023.

Plan Group Financial reported no remaining EQT Corp position as of Q3 2023 after selling out during the quarter.
Plan Group Financial sold 6,000 EQT Corp shares in Q3 2023, an estimated $247K.
Plan Group Financial first reported a position in EQT Corp in Q2 2023 and held it in 1 quarter.
Plan Group Financial's EQT Corp position peaked at $247K in Q2 2023.
631 funds tracked by Wall St. Rank held EQT Corp as of Q3 2023.

Based on Plan Group Financial's 13F filing for Q3 2023, filed 13 Nov 2023.