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Simplicity Solutions’s Equitable Holdings EQH Stock Holding History

Simplicity Solutions’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
Q4 		$459K Buy
13,787
+6,282
+84% +$184K 0.01% 695
2023
Q3 		$213K Sell
7,505
-881
-11% -$24.9K 0.01% 889
2023
Q2 		$228K Sell
8,386
-9,607
-53% -$243K 0.01% 930
2023
Q1 		$457K Buy
+17,993
New +$531K 0.01% 721

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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Solutions's EQH Position: Q4 2023 in Review

Simplicity Solutions increased its Equitable Holdings (EQH) stake by 84% in Q4 2023, buying an estimated $184K and bringing the position to 13,787 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #695.

Simplicity Solutions first reported a position in EQH in Q1 2023 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

  • Simplicity Solutions held 13,787 shares of Equitable Holdings worth $459K as of Q4 2023.
  • Simplicity Solutions bought 6,282 Equitable Holdings shares in Q4 2023, an estimated $184K.
  • Equitable Holdings made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #695 holding.
  • Simplicity Solutions first reported a position in Equitable Holdings in Q1 2023 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.