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Sonora Investment Management’s Equitable Holdings EQH Stock Holding History

Sonora Investment Management’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
2021
Q3 		$2K Hold
74
– – ﹤0.01% 983
2021
Q2 		$2K Buy
+74
New +$2.41K ﹤0.01% 891

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Sonora Investment Management's EQH Position: Q3 2021 in Review

Sonora Investment Management held its Equitable Holdings (EQH) position steady in Q3 2021 at 74 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Sonora Investment Management first reported a position in EQH in Q2 2021 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

  • Sonora Investment Management held 74 shares of Equitable Holdings worth $2K as of Q3 2021.
  • Sonora Investment Management left its Equitable Holdings share count unchanged in Q3 2021.
  • Equitable Holdings made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #983 holding.
  • Sonora Investment Management first reported a position in Equitable Holdings in Q2 2021 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.