Symmetry Partners’s Equitable Holdings EQH Stock Holding History

Symmetry Partners’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 Q4	–	Sell	-8,419	Closed	-$239K	–	521
2023 Q3	$239K	Sell	8,419 -1,327	-14%	-$37.5K	0.01%	474
2023 Q2	$265K	Hold	9,746	–	–	0.01%	492
2023 Q1	$247K	Hold	9,746	–	–	0.01%	491
2022 Q4	$280K	Hold	9,746	–	–	0.02%	475
2022 Q3	$257K	Buy	9,746 +1,927	+25%	+$54.8K	0.02%	481
2022 Q2	$204K	Hold	7,819	–	–	0.01%	534
2022 Q1	$242K	Hold	7,819	–	–	0.02%	539
2021 Q4	$256K	Hold	7,819	–	–	0.02%	549
2021 Q3	$239K	Buy	7,819 +1,214	+18%	+$36.8K	0.02%	602
2021 Q2	$201K	Hold	6,605	–	–	0.01%	643
2021 Q1	$215K	Buy	+6,605	New	+$190K	0.02%	612

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symmetry Partners's EQH Position: Q4 2023 in Review

Symmetry Partners sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 8,419 shares — an estimated $239K sold.

Symmetry Partners first reported a position in EQH in Q1 2021 and held it in 11 quarters. The position peaked at $280K in Q4 2022. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Symmetry Partners reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Symmetry Partners sold 8,419 Equitable Holdings shares in Q4 2023, an estimated $239K.
Symmetry Partners first reported a position in Equitable Holdings in Q1 2021 and held it in 11 quarters.
Symmetry Partners's Equitable Holdings position peaked at $280K in Q4 2022.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Symmetry Partners's 13F filing for Q4 2023, filed 2 Jan 2024.