WWM
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Wolff Wiese Magana’s Equitable Holdings EQH Stock Holding History

Wolff Wiese Magana’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
Q1 		– Sell
-10
Closed -$287 – 788
2022
Q4 		$287 Hold
10
– – ﹤0.01% 698
2022
Q3 		$0 Sell
10
-268
-96% -$7.62K ﹤0.01% 869
2022
Q2 		$7K Hold
278
– – 0.01% 585
2022
Q1 		$9K Sell
278
-13
-4% -$428 0.01% 548
2021
Q4 		$10K Buy
291
+16
+6% +$525 0.01% 539
2021
Q3 		$8K Sell
275
-12
-4% -$363 0.01% 556
2021
Q2 		$9K Buy
287
+65
+29% +$2.12K 0.01% 532
2021
Q1 		$7K Buy
+222
New +$6.4K 0.01% 536

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return