Safeguard Financial’s Equitable Holdings EQH Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-24	Closed	-$1K	–	216
2023 Q2	$1K	Buy	+24	New	+$607	﹤0.01%	519

Other funds holding EQH

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Financial's EQH Position: Q3 2023 in Review

Safeguard Financial sold out of Equitable Holdings (EQH) in Q3 2023, closing a stake of 24 shares — an estimated $1K sold.

Safeguard Financial first reported a position in EQH in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

Safeguard Financial reported no remaining Equitable Holdings position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 24 Equitable Holdings shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Equitable Holdings in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Equitable Holdings position peaked at $1K in Q2 2023.
386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.