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San Francisco Sentry Investment Group’s Equitable Holdings EQH Stock Holding History

San Francisco Sentry Investment 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
2020
Q2 		– Sell
-79
Closed -$1K – 723
2020
Q1 		$1K Buy
+79
New +$1.73K ﹤0.01% 740

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

San Francisco Sentry Investment Group's EQH Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Equitable Holdings (EQH) in Q2 2020, closing a stake of 79 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in EQH in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 305 funds tracked by Wall St. Rank hold EQH as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Equitable Holdings position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 79 Equitable Holdings shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Equitable Holdings in Q1 2020 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Equitable Holdings position peaked at $1K in Q1 2020.
  • 305 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.