World Asset Management’s Equitable Holdings EQH Stock Holding History

World 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
2021 Q3	$277K	Sell	9,361 -1,021	-10%	-$30.9K	0.03%	664
2021 Q2	$316K	Sell	10,382 -1,574	-13%	-$51.3K	0.03%	646
2021 Q1	$409K	Sell	11,956 -885	-7%	-$25.5K	0.04%	527
2020 Q4	$329K	Sell	12,841 -22	-0.2%	-$515	0.03%	582
2020 Q3	$235K	Buy	12,863 +740	+6%	+$14.9K	0.02%	671
2020 Q2	$234K	Buy	12,123 +1,147	+10%	+$20.5K	0.03%	642
2020 Q1	$159K	Buy	+10,976	New	+$240K	0.01%	800

Other funds holding EQH

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

World Asset Management's EQH Position: Q3 2021 in Review

World Asset Management reduced its Equitable Holdings (EQH) stake by 9.8% in Q3 2021, selling an estimated $30.9K and leaving 9,361 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #664.

World Asset Management first reported a position in EQH in Q1 2020 and has held it in 7 quarters since. The position peaked at $409K in Q1 2021. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

World Asset Management held 9,361 shares of Equitable Holdings worth $277K as of Q3 2021.
World Asset Management sold 1,021 Equitable Holdings shares in Q3 2021, an estimated $30.9K.
Equitable Holdings made up 0.03% of World Asset Management's portfolio in Q3 2021, its #664 holding.
World Asset Management first reported a position in Equitable Holdings in Q1 2020 and has held it in 7 quarters since.
World Asset Management's Equitable Holdings position peaked at $409K in Q1 2021.
374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.