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Thoroughbred Financial Services’s Equitable Holdings EQH Stock Holding History

Thoroughbred Financial Services’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
Q1 		– Sell
-7,894
Closed -$262K – 519
2023
Q4 		$262K Hold
7,894
– – 0.02% 500
2023
Q3 		$224K Buy
+7,894
New +$223K 0.02% 516

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thoroughbred Financial Services's EQH Position: Q1 2024 in Review

Thoroughbred Financial Services sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 7,894 shares — an estimated $262K sold.

Thoroughbred Financial Services first reported a position in EQH in Q3 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Thoroughbred Financial Services reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 7,894 Equitable Holdings shares in Q1 2024, an estimated $262K.
  • Thoroughbred Financial Services first reported a position in Equitable Holdings in Q3 2023 and held it in 2 quarters.
  • Thoroughbred Financial Services's Equitable Holdings position peaked at $262K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Thoroughbred Financial Services's 13F filing for Q1 2024, filed 7 May 2024.