USS Investment Management’s Equitable Holdings EQH Stock Holding History

USS Investment 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	-31,200	Closed	-$895K	–	582
2022 Q4	$895K	Buy	+31,200	New	+$924K	0.01%	560
2022 Q3	–	Sell	-26,950	Closed	-$703K	–	630
2022 Q2	$703K	Sell	26,950 -8,041	-23%	-$233K	0.01%	639
2022 Q1	$1.08M	Sell	34,991 -51,580	-60%	-$1.7M	0.01%	643
2021 Q4	$2.84M	Hold	86,571	–	–	0.02%	565
2021 Q3	$2.57M	Buy	+86,571	New	+$2.62M	0.02%	589

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

USS Investment Management's EQH Position: Q1 2023 in Review

USS Investment Management sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 31,200 shares — an estimated $895K sold.

USS Investment Management first reported a position in EQH in Q3 2021 and held it in 5 quarters. The position peaked at $2.84M in Q4 2021. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

USS Investment Management reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
USS Investment Management sold 31,200 Equitable Holdings shares in Q1 2023, an estimated $895K.
USS Investment Management first reported a position in Equitable Holdings in Q3 2021 and held it in 5 quarters.
USS Investment Management's Equitable Holdings position peaked at $2.84M in Q4 2021.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on USS Investment Management's 13F filing for Q1 2023, filed 15 May 2023.