West Tower Group’s Equitable Holdings EQH Stock Holding History

West Tower Group’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	–	Sell	-235	Closed	-$7.83K	–	224
2023 Q4	$7.83K	Buy	+235	New	+$6.88K	0.02%	382

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

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

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

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

West Tower Group's EQH Position: Q1 2024 in Review

West Tower Group sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 235 shares — an estimated $7.83K sold.

West Tower Group first reported a position in EQH in Q4 2023 and held it in 1 quarter. The position peaked at $7.83K in Q4 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

West Tower Group reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 235 Equitable Holdings shares in Q1 2024, an estimated $7.83K.
West Tower Group first reported a position in Equitable Holdings in Q4 2023 and held it in 1 quarter.
West Tower Group's Equitable Holdings position peaked at $7.83K in Q4 2023.
448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.