Pzena Investment Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $166M | Buy |
4,464,347
+138,999
| +3% | +$5.95M | 0.54% | 41 |
|
|
2025
Q4 | $206M | Buy |
4,325,348
+28,340
| +0.7% | +$1.34M | 0.62% | 36 |
|
|
2025
Q3 | $218M | Buy |
4,297,008
+55,798
| +1% | +$2.96M | 0.71% | 36 |
|
|
2025
Q2 | $238M | Sell |
4,241,210
-1,661,147
| -28% | -$85.4M | 0.77% | 33 |
|
|
2025
Q1 | $307M | Sell |
5,902,357
-2,288,971
| -28% | -$120M | 1.07% | 28 |
|
|
2024
Q4 | $386M | Sell |
8,191,328
-8,240,811
| -50% | -$381M | 1.31% | 27 |
|
|
2024
Q3 | $691M | Sell |
16,432,139
-2,210,545
| -12% | -$90.7M | 2.23% | 21 |
|
|
2024
Q2 | $762M | Sell |
18,642,684
-6,677,949
| -26% | -$262M | 2.68% | 16 |
|
|
2024
Q1 | $962M | Sell |
25,320,633
-1,247,430
| -5% | -$42.4M | 3.3% | 8 |
|
|
2023
Q4 | $885M | Sell |
26,568,063
-334,497
| -1% | -$9.79M | 3.33% | 7 |
|
|
2023
Q3 | $764M | Buy |
26,902,560
+2,450,484
| +10% | +$69.2M | 3.28% | 6 |
|
|
2023
Q2 | $664M | Buy |
24,452,076
+971,884
| +4% | +$24.6M | 2.83% | 11 |
|
|
2023
Q1 | $596M | Buy |
23,480,192
+874,423
| +4% | +$25.8M | 2.57% | 13 |
|
|
2022
Q4 | $649M | Sell |
22,605,769
-262,742
| -1% | -$7.78M | 2.87% | 9 |
|
|
2022
Q3 | $603M | Buy |
22,868,511
+720,979
| +3% | +$20.5M | 2.99% | 9 |
|
|
2022
Q2 | $577M | Buy |
22,147,532
+220,775
| +1% | +$6.4M | 2.59% | 12 |
|
|
2022
Q1 | $678M | Sell |
21,926,757
-156,876
| -0.7% | -$5.17M | 2.56% | 13 |
|
|
2021
Q4 | $724M | Sell |
22,083,633
-47,539
| -0.2% | -$1.56M | 2.73% | 12 |
|
|
2021
Q3 | $656M | Buy |
22,131,172
+1,726,223
| +8% | +$52.3M | 2.6% | 12 |
|
|
2021
Q2 | $621M | Buy |
20,404,949
+351,283
| +2% | +$11.5M | 2.42% | 15 |
|
|
2021
Q1 | $654M | Buy |
20,053,666
+386,438
| +2% | +$11.1M | 2.66% | 12 |
|
|
2020
Q4 | $503M | Sell |
19,667,228
-968,185
| -5% | -$22.6M | 2.37% | 15 |
|
|
2020
Q3 | $376M | Buy |
20,635,413
+708,394
| +4% | +$14.2M | 2.35% | 13 |
|
|
2020
Q2 | $384M | Sell |
19,927,019
-2,172,118
| -10% | -$38.8M | 2.51% | 10 |
|
|
2020
Q1 | $319M | Buy |
22,099,137
+2,320,997
| +12% | +$50.7M | 2.42% | 11 |
|
|
2019
Q4 | $490M | Buy |
19,778,140
+969,722
| +5% | +$22.5M | 2.29% | 14 |
|
|
2019
Q3 | $417M | Buy |
18,808,418
+1,522,378
| +9% | +$32.7M | 2.27% | 16 |
|
|
2019
Q2 | $361M | Buy |
17,286,040
+1,386,458
| +9% | +$29.8M | 1.91% | 21 |
|
|
2019
Q1 | $320M | Buy |
15,899,582
+1,607,184
| +11% | +$30.7M | 1.74% | 24 |
|
|
2018
Q4 | $238M | Buy |
14,292,398
+188,477
| +1% | +$3.68M | 1.39% | 31 |
|
|
2018
Q3 | $303M | Buy |
14,103,921
+2,353,431
| +20% | +$51.6M | 1.47% | 29 |
|
|
2018
Q2 | $242M | Buy |
+11,750,490
| New | +$250M | 1.22% | 32 |
|
Other funds holding EQH
VPM
VCM
