Vident Investment Advisory’s Equitable Holdings EQH Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-87,959	Closed	-$2.39M	–	336
2023 Q2	$2.39M	Buy	87,959 +1,418	+2%	+$35.9K	0.08%	270
2023 Q1	$2.2M	Buy	86,541 +78,023	+916%	+$2.3M	0.07%	313
2022 Q4	$244K	Buy	+8,518	New	+$252K	0.01%	955
2022 Q1	–	Sell	-6,214	Closed	-$203K	–	1289
2021 Q4	$203K	Buy	+6,214	New	+$204K	0.01%	1131
2021 Q3	–	Sell	-74,238	Closed	-$2.26M	–	1180
2021 Q2	$2.26M	Sell	74,238 -417	-0.6%	-$13.6K	0.07%	352
2021 Q1	$2.44M	Buy	+74,655	New	+$2.15M	0.08%	281

Other funds holding EQH

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

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

Vident Investment Advisory's EQH Position: Q3 2023 in Review

Vident Investment Advisory sold out of Equitable Holdings (EQH) in Q3 2023, closing a stake of 87,959 shares — an estimated $2.39M sold.

Vident Investment Advisory first reported a position in EQH in Q1 2021 and held it in 6 quarters. The position peaked at $2.44M in Q1 2021. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

Vident Investment Advisory reported no remaining Equitable Holdings position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 87,959 Equitable Holdings shares in Q3 2023, an estimated $2.39M.
Vident Investment Advisory first reported a position in Equitable Holdings in Q1 2021 and held it in 6 quarters.
Vident Investment Advisory's Equitable Holdings position peaked at $2.44M in Q1 2021.
386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.