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Woodley Farra Manion Portfolio Management’s Equitable Holdings EQH Stock Holding History

Woodley Farra Manion Portfolio 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
-260
Closed -$5K – 181
2020
Q2 		$5K Hold
260
– – ﹤0.01% 322
2020
Q1 		$4K Buy
+260
New +$5.68K ﹤0.01% 330

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 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

Woodley Farra Manion Portfolio Management's EQH Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Equitable Holdings (EQH) in Q3 2020, closing a stake of 260 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in EQH in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Equitable Holdings position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 260 Equitable Holdings shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in Equitable Holdings in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Equitable Holdings position peaked at $5K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.