Verus Financial Partners’s Equitable Holdings EQH Stock Holding History

Verus Financial Partners’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 Q4	–	Sell	-28,048	Closed	-$512K	–	125
2020 Q3	$512K	Buy	+28,048	New	+$564K	0.19%	89

Other funds holding EQH

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Verus Financial Partners's EQH Position: Q4 2020 in Review

Verus Financial Partners sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 28,048 shares — an estimated $512K sold.

Verus Financial Partners first reported a position in EQH in Q3 2020 and held it in 1 quarter. The position peaked at $512K in Q3 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

Verus Financial Partners reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
Verus Financial Partners sold 28,048 Equitable Holdings shares in Q4 2020, an estimated $512K.
Verus Financial Partners first reported a position in Equitable Holdings in Q3 2020 and held it in 1 quarter.
Verus Financial Partners's Equitable Holdings position peaked at $512K in Q3 2020.
352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.