Sumitomo Mitsui Trust Group’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.6M | Sell |
637,076
-37,217
| -6% | -$1.59M | 0.02% | 601 |
|
|
2025
Q4 | $32.1M | Sell |
674,293
-38,115
| -5% | -$1.81M | 0.02% | 570 |
|
|
2025
Q3 | $36.2M | Buy |
712,408
+5,090
| +0.7% | +$270K | 0.02% | 555 |
|
|
2025
Q2 | $39.7M | Buy |
707,318
+9,511
| +1% | +$489K | 0.02% | 522 |
|
|
2025
Q1 | $36.3M | Sell |
697,807
-24,212
| -3% | -$1.27M | 0.03% | 528 |
|
|
2024
Q4 | $34.1M | Buy |
722,019
+10,164
| +1% | +$469K | 0.02% | 552 |
|
|
2024
Q3 | $29.9M | Buy |
711,855
+7,720
| +1% | +$317K | 0.02% | 583 |
|
|
2024
Q2 | $28.8M | Sell |
704,135
-135,407
| -16% | -$5.3M | 0.02% | 572 |
|
|
2024
Q1 | $31.9M | Sell |
839,542
-376
| -0% | -$12.8K | 0.02% | 613 |
|
|
2023
Q4 | $28M | Sell |
839,918
-35,565
| -4% | -$1.04M | 0.02% | 638 |
|
|
2023
Q3 | $24.9M | Sell |
875,483
-21,246
| -2% | -$600K | 0.02% | 643 |
|
|
2023
Q2 | $24.4M | Sell |
896,729
-202,644
| -18% | -$5.13M | 0.02% | 665 |
|
|
2023
Q1 | $27.9M | Buy |
1,099,373
+949
| +0.1% | +$28K | 0.02% | 654 |
|
|
2022
Q4 | $31.5M | Buy |
1,098,424
+15,270
| +1% | +$452K | 0.03% | 625 |
|
|
2022
Q3 | $28.5M | Sell |
1,083,154
-4,542
| -0.4% | -$129K | 0.02% | 638 |
|
|
2022
Q2 | $28.4M | Buy |
1,087,696
+92,004
| +9% | +$2.67M | 0.02% | 667 |
|
|
2022
Q1 | $30.8M | Sell |
995,692
-314,690
| -24% | -$10.4M | 0.02% | 649 |
|
|
2021
Q4 | $43M | Sell |
1,310,382
-509,710
| -28% | -$16.7M | 0.03% | 583 |
|
|
2021
Q3 | $53.9M | Buy |
1,820,092
+12,122
| +0.7% | +$367K | 0.03% | 526 |
|
|
2021
Q2 | $55.1M | Sell |
1,807,970
-82,635
| -4% | -$2.7M | 0.03% | 527 |
|
|
2021
Q1 | $61.7M | Buy |
1,890,605
+238,510
| +14% | +$6.88M | 0.04% | 476 |
|
|
2020
Q4 | $42.3M | Sell |
1,652,095
-220,685
| -12% | -$5.16M | 0.03% | 581 |
|
|
2020
Q3 | $34.2M | Sell |
1,872,780
-515,360
| -22% | -$10.4M | 0.02% | 591 |
|
|
2020
Q2 | $46.1M | Sell |
2,388,140
-388,508
| -14% | -$6.94M | 0.03% | 518 |
|
|
2020
Q1 | $40.1M | Buy |
+2,776,648
| New | +$60.6M | 0.03% | 498 |
|
|
2019
Q4 | – | Sell |
-1,232,003
| Closed | -$27.3M | – | 1096 |
|
|
2019
Q3 | $27.3M | Buy |
1,232,003
+243,210
| +25% | +$5.22M | 0.02% | 600 |
|
|
2019
Q2 | $20.7M | Buy |
988,793
+700
| +0.1% | +$15.1K | 0.02% | 651 |
|
|
2019
Q1 | $19.9M | Buy |
988,093
+15,977
| +2% | +$305K | 0.02% | 637 |
|
|
2018
Q4 | $15.5M | Buy |
+972,116
| New | +$19M | 0.02% | 636 |
|
Other funds holding EQH
VPM
VCM
