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Systematic Financial Management’s Equitable Holdings EQH Stock Holding History

Systematic Financial Management’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
2019
Q4 		– Sell
-939
Closed -$21K – 528
2019
Q3 		$21K Sell
939
-50,004
-98% -$1.07M ﹤0.01% 519
2019
Q2 		$1.06M Buy
+50,943
New +$1.1M 0.04% 254

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management's EQH Position: Q4 2019 in Review

Systematic Financial Management sold out of Equitable Holdings (EQH) in Q4 2019, closing a stake of 939 shares — an estimated $21K sold.

Systematic Financial Management first reported a position in EQH in Q2 2019 and held it in 2 quarters. The position peaked at $1.06M in Q2 2019. 278 funds tracked by Wall St. Rank hold EQH as of Q4 2019.

  • Systematic Financial Management reported no remaining Equitable Holdings position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 939 Equitable Holdings shares in Q4 2019, an estimated $21K.
  • Systematic Financial Management first reported a position in Equitable Holdings in Q2 2019 and held it in 2 quarters.
  • Systematic Financial Management's Equitable Holdings position peaked at $1.06M in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.