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Rockbridge Investment Management’s EQT Corp EQT Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-260
Closed -$8.94K – 264
2022
Q2 		$8.94K Hold
260
– – ﹤0.01% 382
2022
Q1 		$9.37K Sell
260
-4,520
-95% -$110K ﹤0.01% 521
2021
Q4 		$104K Hold
4,780
– – 0.02% 252
2021
Q3 		$98K Hold
4,780
– – 0.02% 239
2021
Q2 		$106K Hold
4,780
– – 0.02% 218
2021
Q1 		$89K Buy
4,780
+260
+6% +$4.53K 0.02% 223
2020
Q4 		$57K Hold
4,520
– – 0.01% 270
2020
Q3 		$58K Buy
+4,520
New +$66.3K 0.01% 252

Other funds holding EQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockbridge Investment Management's EQT Position: Q3 2022 in Review

Rockbridge Investment Management sold out of EQT Corp (EQT) in Q3 2022, closing a stake of 260 shares — an estimated $8.94K sold.

Rockbridge Investment Management first reported a position in EQT in Q3 2020 and held it in 8 quarters. The position peaked at $106K in Q2 2021. 602 funds tracked by Wall St. Rank hold EQT as of Q3 2022.

  • Rockbridge Investment Management reported no remaining EQT Corp position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 260 EQT Corp shares in Q3 2022, an estimated $8.94K.
  • Rockbridge Investment Management first reported a position in EQT Corp in Q3 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's EQT Corp position peaked at $106K in Q2 2021.
  • 602 funds tracked by Wall St. Rank held EQT Corp as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.