Schroder Investment Management Group
EQH icon

Schroder Investment Management Group’s Equitable Holdings EQH Stock Holding History

Schroder Investment Management 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
2024
Q2 		– Sell
-877,235
Closed -$33.3M – 1216
2024
Q1 		$33.3M Buy
+877,235
New +$29.8M 0.04% 371
2023
Q1 		– Sell
-1,812,808
Closed -$52M – 1273
2022
Q4 		$52M Buy
1,812,808
+184,821
+11% +$5.47M 0.08% 246
2022
Q3 		$42.9M Buy
1,627,987
+1,559,744
+2,286% +$44.3M 0.07% 272
2022
Q2 		$1.81M Buy
68,243
+8,019
+13% +$232K ﹤0.01% 984
2022
Q1 		$1.91M Sell
60,224
-181,745
-75% -$5.99M ﹤0.01% 1020
2021
Q4 		$7.93M Buy
241,969
+50,451
+26% +$1.66M 0.01% 652
2021
Q3 		$5.68M Sell
191,518
-49,824
-21% -$1.51M 0.01% 758
2021
Q2 		$7.35M Sell
241,342
-11,869
-5% -$387K 0.01% 749
2021
Q1 		$8.26M Sell
253,211
-2,058
-0.8% -$59.3K 0.01% 712
2020
Q4 		$6.53M Buy
255,269
+49,357
+24% +$1.15M 0.01% 741
2020
Q3 		$3.86M Sell
205,912
-357,885
-63% -$7.2M 0.01% 770
2020
Q2 		$10.9M Buy
+563,797
New +$10.1M 0.02% 549
2019
Q4 		– Sell
-194,369
Closed -$4.4M – 1298
2019
Q3 		$4.4M Buy
+194,369
New +$4.17M 0.01% 774

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Schroder Investment Management Group's EQH Position: Q2 2024 in Review

Schroder Investment Management Group sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 877,235 shares — an estimated $33.3M sold.

Schroder Investment Management Group first reported a position in EQH in Q3 2019 and held it in 13 quarters. The position peaked at $52M in Q4 2022. 491 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

  • Schroder Investment Management Group reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 877,235 Equitable Holdings shares in Q2 2024, an estimated $33.3M.
  • Schroder Investment Management Group first reported a position in Equitable Holdings in Q3 2019 and held it in 13 quarters.
  • Schroder Investment Management Group's Equitable Holdings position peaked at $52M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.