The Family Firm’s Equitable Holdings EQH Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-32	Closed	-$1.31K	–	398
2024 Q2	$1.31K	Buy	+32	New	+$1.25K	﹤0.01%	819

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

The Family Firm's EQH Position: Q3 2024 in Review

The Family Firm sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 32 shares — an estimated $1.31K sold.

The Family Firm first reported a position in EQH in Q2 2024 and held it in 1 quarter. The position peaked at $1.31K in Q2 2024. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

The Family Firm reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 32 Equitable Holdings shares in Q3 2024, an estimated $1.31K.
The Family Firm first reported a position in Equitable Holdings in Q2 2024 and held it in 1 quarter.
The Family Firm's Equitable Holdings position peaked at $1.31K in Q2 2024.
502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.