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Van Leeuwen & Company’s Equitable Holdings EQH Stock Holding History

Van Leeuwen & Company’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
2024
Q1 		$547K Buy
14,382
+2,389
+20% +$81.2K 0.28% 66
2023
Q4 		$399K Buy
11,993
+2,116
+21% +$61.9K 0.23% 70
2023
Q3 		$280K Hold
9,877
– – 0.17% 64
2023
Q2 		$270K Hold
9,877
– – 0.17% 66
2023
Q1 		$251K Buy
9,877
+1,248
+14% +$36.8K 0.17% 68
2022
Q4 		$248K Buy
+8,629
New +$255K 0.17% 60

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Van Leeuwen & Company's EQH Position: Q1 2024 in Review

Van Leeuwen & Company increased its Equitable Holdings (EQH) stake by 20% in Q1 2024, buying an estimated $81.2K and bringing the position to 14,382 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #66.

Van Leeuwen & Company first reported a position in EQH in Q4 2022 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Van Leeuwen & Company held 14,382 shares of Equitable Holdings worth $547K as of Q1 2024.
  • Van Leeuwen & Company bought 2,389 Equitable Holdings shares in Q1 2024, an estimated $81.2K.
  • Equitable Holdings made up 0.28% of Van Leeuwen & Company's portfolio in Q1 2024, its #66 holding.
  • Van Leeuwen & Company first reported a position in Equitable Holdings in Q4 2022 and has held it in 6 quarters since.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.