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Stuart Chaussee & Associates’s Equitable Holdings EQH Stock Holding History

Stuart Chaussee & Associates’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
-102
Closed -$3K – 180
2021
Q1 		$3K Buy
+102
New +$2.94K ﹤0.01% 198

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Stuart Chaussee & Associates's EQH Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Equitable Holdings (EQH) in Q2 2021, closing a stake of 102 shares — an estimated $3K sold.

Stuart Chaussee & Associates first reported a position in EQH in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 384 funds tracked by Wall St. Rank hold EQH as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Equitable Holdings position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 102 Equitable Holdings shares in Q2 2021, an estimated $3K.
  • Stuart Chaussee & Associates first reported a position in Equitable Holdings in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Equitable Holdings position peaked at $3K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.