PO
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Private Ocean’s Equitable Holdings EQH Stock Holding History

Private Ocean’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 		$3.84K Buy
+94
New +$3.68K ﹤0.01% 472

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Private Ocean's EQH Position: Q2 2024 in Review

Private Ocean opened a new position in Equitable Holdings (EQH) in Q2 2024: 94 shares worth $3.84K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

  • Private Ocean held 94 shares of Equitable Holdings worth $3.84K as of Q2 2024.
  • Equitable Holdings was a new Private Ocean position in Q2 2024.
  • Equitable Holdings made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #472 holding.
  • 490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.