SFS
EQH icon

Sowell Financial Services’s Equitable Holdings EQH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6,411
Closed -$225K – 1163
2021
Q1 		$225K Buy
6,411
+927
+17% +$26.7K 0.01% 984
2020
Q4 		$140K Buy
5,484
+4,382
+398% +$102K 0.01% 1011
2020
Q3 		$20K Sell
1,102
-898
-45% -$18.1K ﹤0.01% 1559
2020
Q2 		$39K Buy
2,000
+1,696
+558% +$30.3K ﹤0.01% 1244
2020
Q1 		$4K Buy
304
+140
+85% +$3.06K ﹤0.01% 1883
2019
Q4 		$4K Hold
164
– – ﹤0.01% 1961
2019
Q3 		$4K Buy
+164
New +$3.52K ﹤0.01% 1826

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sowell Financial Services's EQH Position: Q2 2021 in Review

Sowell Financial Services sold out of Equitable Holdings (EQH) in Q2 2021, closing a stake of 6,411 shares — an estimated $225K sold.

Sowell Financial Services first reported a position in EQH in Q3 2019 and held it in 7 quarters. The position peaked at $225K in Q1 2021. 384 funds tracked by Wall St. Rank hold EQH as of Q2 2021.

  • Sowell Financial Services reported no remaining Equitable Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,411 Equitable Holdings shares in Q2 2021, an estimated $225K.
  • Sowell Financial Services first reported a position in Equitable Holdings in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Equitable Holdings position peaked at $225K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.