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Ullmann Wealth Partners Group’s EQT Corp EQT Stock Holding History

Ullmann Wealth Partners Group’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,675
Closed -$275K – 98
2023
Q2 		$275K Hold
6,675
– – 0.06% 86
2023
Q1 		$213K Hold
6,675
– – 0.05% 86
2022
Q4 		$226K Hold
6,675
– – 0.06% 79
2022
Q3 		$272K Buy
+6,675
New +$289K 0.08% 68

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ullmann Wealth Partners Group's EQT Position: Q3 2023 in Review

Ullmann Wealth Partners Group sold out of EQT Corp (EQT) in Q3 2023, closing a stake of 6,675 shares — an estimated $275K sold.

Ullmann Wealth Partners Group first reported a position in EQT in Q3 2022 and held it in 4 quarters. The position peaked at $275K in Q2 2023. 631 funds tracked by Wall St. Rank hold EQT as of Q3 2023.

  • Ullmann Wealth Partners Group reported no remaining EQT Corp position as of Q3 2023 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 6,675 EQT Corp shares in Q3 2023, an estimated $275K.
  • Ullmann Wealth Partners Group first reported a position in EQT Corp in Q3 2022 and held it in 4 quarters.
  • Ullmann Wealth Partners Group's EQT Corp position peaked at $275K in Q2 2023.
  • 631 funds tracked by Wall St. Rank held EQT Corp as of Q3 2023.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2023, filed 13 Oct 2023.