Twin Tree Management’s Equitable Holdings EQH Stock Holding History

Twin Tree 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
2024 Q3	–	Sell	-20	Closed	-$817	–	1591
2024 Q2	$817	Buy	+20	New	+$783	﹤0.01%	1288
2023 Q4	–	Sell	-10	Closed	-$284	–	1418
2023 Q3	$284	Sell	10 -36	-78%	-$1.02K	﹤0.01%	1175
2023 Q2	$1.25K	Sell	46 -281	-86%	-$7.11K	﹤0.01%	1216
2023 Q1	$8.3K	Buy	+327	New	+$9.65K	﹤0.01%	1206
2022 Q4	–	Sell	-5,293	Closed	-$157K	–	1360
2022 Q3	$139K	Sell	5,293 -44,411	-89%	-$1.26M	﹤0.01%	1190
2022 Q2	$1.3M	Buy	49,704 +44,663	+886%	+$1.29M	﹤0.01%	1174
2022 Q1	$156K	Buy	5,041 +5,017	+20,904%	+$165K	﹤0.01%	1477
2021 Q4	$1K	Buy	24 +1	+4%	+$33	﹤0.01%	1538
2021 Q3	$1K	Buy	+23	New	+$696	﹤0.01%	1525
2020 Q3	–	Sell	-21,082	Closed	-$407K	–	1326
2020 Q2	$407K	Sell	21,082 -28,812	-58%	-$515K	﹤0.01%	1183
2020 Q1	$721K	Buy	+49,894	New	+$1.09M	﹤0.01%	918

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Twin Tree Management's EQH Position: Q3 2024 in Review

Twin Tree Management sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 20 shares — an estimated $817 sold.

Twin Tree Management first reported a position in EQH in Q1 2020 and held it in 11 quarters. The position peaked at $1.3M in Q2 2022. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

Twin Tree Management reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
Twin Tree Management sold 20 Equitable Holdings shares in Q3 2024, an estimated $817.
Twin Tree Management first reported a position in Equitable Holdings in Q1 2020 and held it in 11 quarters.
Twin Tree Management's Equitable Holdings position peaked at $1.3M in Q2 2022.
502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on Twin Tree Management's 13F filing for Q3 2024, filed 13 Nov 2024.