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
2023 Q1	–	Sell	-17,500	Closed	-$502K	–	1364
2022 Q4	$502K	Buy	+17,500	New	+$518K	﹤0.01%	1113
2021 Q3	–	Sell	-28,800	Closed	-$877K	–	1624
2021 Q2	$877K	Hold	28,800	–	–	﹤0.01%	1041
2021 Q1	$939K	Buy	+28,800	New	+$830K	﹤0.01%	981
2020 Q2	–	Sell	-7,800	Closed	-$113K	–	1525
2020 Q1	$113K	Buy	+7,800	New	+$170K	﹤0.01%	1100

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.