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Weld Capital Management’s Equitable Holdings EQH Stock Holding History

Weld Capital 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
2020
Q3 		– Sell
-41,373
Closed -$798K – 535
2020
Q2 		$798K Buy
+41,373
New +$739K 0.31% 107

Other funds holding EQH

T. Rowe Price Associates
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Weld Capital Management's EQH Position: Q3 2020 in Review

Weld Capital Management sold out of Equitable Holdings (EQH) in Q3 2020, closing a stake of 41,373 shares — an estimated $798K sold.

Weld Capital Management first reported a position in EQH in Q2 2020 and held it in 1 quarter. The position peaked at $798K in Q2 2020. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • Weld Capital Management reported no remaining Equitable Holdings position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 41,373 Equitable Holdings shares in Q3 2020, an estimated $798K.
  • Weld Capital Management first reported a position in Equitable Holdings in Q2 2020 and held it in 1 quarter.
  • Weld Capital Management's Equitable Holdings position peaked at $798K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.