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Thompson Siegel & Walmsley’s Equitable Holdings EQH Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-24
Closed -$1K – 557
2022
Q4 		$1K Hold
24
– – ﹤0.01% 540
2022
Q3 		$1K Sell
24
-2
-8% -$57 ﹤0.01% 539
2022
Q2 		$1K Hold
26
– – ﹤0.01% 543
2022
Q1 		$1K Sell
26
-2,872
-99% -$94.7K ﹤0.01% 609
2021
Q4 		$95K Sell
2,898
-951,423
-100% -$31.2M ﹤0.01% 432
2021
Q3 		$28.3M Sell
954,321
-6,499
-0.7% -$197K 0.41% 77
2021
Q2 		$29.3M Buy
960,820
+370,322
+63% +$12.1M 0.4% 77
2021
Q1 		$19.3M Sell
590,498
-62,811
-10% -$1.81M 0.27% 95
2020
Q4 		$16.7M Buy
+653,309
New +$15.3M 0.27% 100

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return