Wilbanks Smith & Thomas Asset Management’s Equitable Holdings EQH Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$996K	Sell	26,197 -1,813	-6%	-$61.7K	0.03%	235
2023 Q4	$933K	Sell	28,010 -33,613	-55%	-$984K	0.03%	236
2023 Q3	$1.75M	Sell	61,623 -9,000	-13%	-$254K	0.06%	173
2023 Q2	$1.92M	Buy	+70,623	New	+$1.79M	0.06%	173

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 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 $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wilbanks Smith & Thomas Asset Management's EQH Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Equitable Holdings (EQH) stake by 6.5% in Q1 2024, selling an estimated $61.7K and leaving 26,197 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #235.

Wilbanks Smith & Thomas Asset Management first reported a position in EQH in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.92M in Q2 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 26,197 shares of Equitable Holdings worth $996K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 1,813 Equitable Holdings shares in Q1 2024, an estimated $61.7K.
Equitable Holdings made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #235 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Equitable Holdings in Q2 2023 and has held it in 4 quarters since.
Wilbanks Smith & Thomas Asset Management's Equitable Holdings position peaked at $1.92M in Q2 2023.
448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.