Versor Investments’s Equitable Holdings EQH Stock Holding History

Versor Investments’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	-8,900	Closed	-$255K	–	758
2022 Q4	$255K	Sell	8,900 -11,351	-56%	-$336K	0.02%	568
2022 Q3	$534K	Buy	+20,251	New	+$576K	0.03%	424
2020 Q2	–	Sell	-20,074	Closed	-$290K	–	234
2020 Q1	$290K	Buy	+20,074	New	+$438K	0.02%	181
2019 Q4	–	Sell	-81,300	Closed	-$1.8M	–	320
2019 Q3	$1.8M	Buy	+81,300	New	+$1.74M	0.12%	85

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

Versor Investments's EQH Position: Q1 2023 in Review

Versor Investments sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 8,900 shares — an estimated $255K sold.

Versor Investments first reported a position in EQH in Q3 2019 and held it in 4 quarters. The position peaked at $1.8M in Q3 2019. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Versor Investments reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
Versor Investments sold 8,900 Equitable Holdings shares in Q1 2023, an estimated $255K.
Versor Investments first reported a position in Equitable Holdings in Q3 2019 and held it in 4 quarters.
Versor Investments's Equitable Holdings position peaked at $1.8M in Q3 2019.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Versor Investments's 13F filing for Q1 2023, filed 5 May 2023.