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Seven Eight Capital’s Equitable Holdings EQH Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-79,793
Closed -$3.35M – 199
2024
Q3 		$3.35M Buy
79,793
+43,545
+120% +$1.79M 0.3% 77
2024
Q2 		$1.48M Sell
36,248
-153,274
-81% -$6M 0.15% 223
2024
Q1 		$7.2M Buy
189,522
+8,732
+5% +$297K 0.75% 7
2023
Q4 		$6.02M Buy
+180,790
New +$5.29M 0.7% 30
2021
Q3 		– Sell
-39,672
Closed -$1.21M – 605
2021
Q2 		$1.21M Buy
39,672
+8,472
+27% +$276K 0.17% 209
2021
Q1 		$798K Hold
31,200
– – 0.18% 194
2020
Q4 		$798K Buy
31,200
+1,500
+5% +$35.1K 0.18% 197
2020
Q3 		$542K Buy
29,700
+18,700
+170% +$376K 0.12% 325
2020
Q2 		$212K Sell
11,000
-35,600
-76% -$636K 0.16% 267
2020
Q1 		$673K Sell
46,600
-130,084
-74% -$2.84M 0.17% 166
2019
Q4 		$4.38M Buy
176,684
+61,300
+53% +$1.42M 0.23% 133
2019
Q3 		$2.56M Sell
115,384
-133,457
-54% -$2.86M 0.14% 233
2019
Q2 		$5.2M Buy
248,841
+24,200
+11% +$521K 0.27% 116
2019
Q1 		$4.52M Sell
224,641
-258,341
-53% -$4.93M 0.24% 132
2018
Q4 		$8.03M Buy
482,982
+384,282
+389% +$7.49M 0.45% 66
2018
Q3 		$2.12M Buy
+98,700
New +$2.16M 0.13% 232

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Seven Eight Capital's EQH Position: Q4 2024 in Review

Seven Eight Capital sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 79,793 shares — an estimated $3.35M sold.

Seven Eight Capital first reported a position in EQH in Q3 2018 and held it in 16 quarters. The position peaked at $8.03M in Q4 2018. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Seven Eight Capital reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 79,793 Equitable Holdings shares in Q4 2024, an estimated $3.35M.
  • Seven Eight Capital first reported a position in Equitable Holdings in Q3 2018 and held it in 16 quarters.
  • Seven Eight Capital's Equitable Holdings position peaked at $8.03M in Q4 2018.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.