Steward Financial Group’s Equitable Holdings EQH Stock Holding History

Steward Financial Group’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 Q3	$8K	Buy	+342	New	+$9.65K	﹤0.01%	442
2023 Q2	–	Sell	-247	Closed	-$6K	–	621
2023 Q1	$6K	Buy	+247	New	+$7.29K	﹤0.01%	274
2022 Q3	–	Sell	-70	Closed	-$1K	–	471
2022 Q2	$1K	Buy	+70	New	+$2.03K	﹤0.01%	721

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Financial Group's EQH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Equitable Holdings (EQH) in Q3 2023: 342 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EQH as recently as Q1 2023.

Steward Financial Group first reported a position in EQH in Q2 2022 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

Steward Financial Group held 342 shares of Equitable Holdings worth $8K as of Q3 2023.
Equitable Holdings was a new Steward Financial Group position in Q3 2023.
Equitable Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #442 holding.
Steward Financial Group first reported a position in Equitable Holdings in Q2 2022 and has held it in 3 quarters since.
386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.