Private Capital Group’s Equitable Holdings EQH Stock Holding History

Private Capital Group’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
2022 Q1	–	Sell	-133	Closed	-$4K	–	2131
2021 Q4	$4K	Hold	133	–	–	﹤0.01%	1603
2021 Q3	$4K	Hold	133	–	–	﹤0.01%	1642
2021 Q2	$4K	Sell	133 -307	-70%	-$10K	﹤0.01%	1628
2021 Q1	$14K	Sell	440 -141	-24%	-$4.07K	﹤0.01%	1191
2020 Q4	$15K	Buy	+581	New	+$13.6K	﹤0.01%	1288
2020 Q3	–	Sell	-239	Closed	-$5K	–	2021
2020 Q2	$5K	Buy	239 +92	+63%	+$1.64K	﹤0.01%	1511
2020 Q1	$2K	Sell	147 -338	-70%	-$7.38K	﹤0.01%	1664
2019 Q4	$12K	Sell	485 -39	-7%	-$904	﹤0.01%	1266
2019 Q3	$12K	Buy	+524	New	+$11.2K	﹤0.01%	1392
2019 Q2	–	Sell	-76	Closed	-$2K	–	2267
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	1891
2018 Q4	$1K	Buy	+76	New	+$1.48K	﹤0.01%	2025

Other funds holding EQH

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Private Capital Group's EQH Position: Q1 2022 in Review

Private Capital Group sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 133 shares — an estimated $4K sold.

Private Capital Group first reported a position in EQH in Q4 2018 and held it in 11 quarters. The position peaked at $15K in Q4 2020. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

Private Capital Group reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
Private Capital Group sold 133 Equitable Holdings shares in Q1 2022, an estimated $4K.
Private Capital Group first reported a position in Equitable Holdings in Q4 2018 and held it in 11 quarters.
Private Capital Group's Equitable Holdings position peaked at $15K in Q4 2020.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.