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United Asset Strategies’s Equitable Holdings EQH Stock Holding History

United Asset Strategies’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
2020
Q1 		– Sell
-28,395
Closed -$704K – 187
2019
Q4 		$704K Buy
+28,395
New +$658K 0.14% 125

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

United Asset Strategies's EQH Position: Q1 2020 in Review

United Asset Strategies sold out of Equitable Holdings (EQH) in Q1 2020, closing a stake of 28,395 shares — an estimated $704K sold.

United Asset Strategies first reported a position in EQH in Q4 2019 and held it in 1 quarter. The position peaked at $704K in Q4 2019. 273 funds tracked by Wall St. Rank hold EQH as of Q1 2020.

  • United Asset Strategies reported no remaining Equitable Holdings position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 28,395 Equitable Holdings shares in Q1 2020, an estimated $704K.
  • United Asset Strategies first reported a position in Equitable Holdings in Q4 2019 and held it in 1 quarter.
  • United Asset Strategies's Equitable Holdings position peaked at $704K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.