Seeyond’s Equitable Holdings EQH Stock Holding History

Seeyond’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
2022 Q4	$277K	Buy	9,661 +5,532	+134%	+$164K	0.03%	478
2022 Q3	$108K	Sell	4,129 -224	-5%	-$6.37K	0.01%	575
2022 Q2	$113K	Sell	4,353 -88	-2%	-$2.55K	0.01%	561
2022 Q1	$137K	Sell	4,441 -88	-2%	-$2.9K	0.01%	566
2021 Q4	$148K	Hold	4,529	–	–	0.01%	574
2021 Q3	$134K	Sell	4,529 -46	-1%	-$1.39K	0.01%	571
2021 Q2	$139K	Buy	4,575 +20	+0.4%	+$652	0.01%	567
2021 Q1	$148K	Hold	4,555	–	–	0.01%	570
2020 Q4	$116K	Sell	4,555 -26	-0.6%	-$608	0.01%	593
2020 Q3	$84K	Buy	4,581 +91	+2%	+$1.83K	0.01%	591
2020 Q2	$87K	Sell	4,490 -119	-3%	-$2.13K	0.01%	585
2020 Q1	$157K	Sell	4,609 -108	-2%	-$2.36K	0.02%	517
2019 Q4	$117K	Hold	4,717	–	–	0.01%	597
2019 Q3	$105K	Hold	4,717	–	–	0.01%	599
2019 Q2	$99K	Sell	4,717 -1,033	-18%	-$22.2K	0.01%	617
2019 Q1	$116K	Buy	+5,750	New	+$110K	0.01%	596

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Seeyond's EQH Position: Q4 2022 in Review

Seeyond increased its Equitable Holdings (EQH) stake by 134% in Q4 2022, buying an estimated $164K and bringing the position to 9,661 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #478.

Seeyond first reported a position in EQH in Q1 2019 and has held it in 16 quarters since. 413 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

Seeyond held 9,661 shares of Equitable Holdings worth $277K as of Q4 2022.
Seeyond bought 5,532 Equitable Holdings shares in Q4 2022, an estimated $164K.
Equitable Holdings made up 0.03% of Seeyond's portfolio in Q4 2022, its #478 holding.
Seeyond first reported a position in Equitable Holdings in Q1 2019 and has held it in 16 quarters since.
413 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.