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Unigestion Holding’s Equitable Holdings EQH Stock Holding History

Unigestion Holding’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
2025
Q1 		$1.47M Buy
28,207
+11,513
+69% +$603K 0.09% 131
2024
Q4 		$787K Sell
16,694
-3,460
-17% -$160K 0.05% 121
2024
Q3 		$847K Buy
+20,154
New +$827K 0.04% 109

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Unigestion Holding's EQH Position: Q1 2025 in Review

Unigestion Holding increased its Equitable Holdings (EQH) stake by 69% in Q1 2025, buying an estimated $603K and bringing the position to 28,207 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #131.

Unigestion Holding first reported a position in EQH in Q3 2024 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Unigestion Holding held 28,207 shares of Equitable Holdings worth $1.47M as of Q1 2025.
  • Unigestion Holding bought 11,513 Equitable Holdings shares in Q1 2025, an estimated $603K.
  • Equitable Holdings made up 0.09% of Unigestion Holding's portfolio in Q1 2025, its #131 holding.
  • Unigestion Holding first reported a position in Equitable Holdings in Q3 2024 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.