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Sullivan, Bruyette, Speros & Blaney’s Equitable Holdings EQH Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		– Sell
-16,500
Closed -$422K – 418
2020
Q4 		$422K Hold
16,500
– – 0.02% 185
2020
Q3 		$301K Buy
+16,500
New +$332K 0.02% 200

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's EQH Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 16,500 shares — an estimated $422K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in EQH in Q3 2020 and held it in 2 quarters. The position peaked at $422K in Q4 2020. 366 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 16,500 Equitable Holdings shares in Q1 2021, an estimated $422K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Equitable Holdings in Q3 2020 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Equitable Holdings position peaked at $422K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.