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Yorktown Management & Research Company’s Equitable Holdings EQH Stock Holding History

Yorktown Management & Research Company’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
2019
Q3 		– Sell
-39,000
Closed -$815K – 312
2019
Q2 		$815K Sell
39,000
-1,500
-4% -$32.3K 0.31% 85
2019
Q1 		$816K Buy
40,500
+4,400
+12% +$84K 0.26% 92
2018
Q4 		$600K Buy
+36,100
New +$704K 0.2% 128

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Yorktown Management & Research Company's EQH Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 39,000 shares — an estimated $815K sold.

Yorktown Management & Research Company first reported a position in EQH in Q4 2018 and held it in 3 quarters. The position peaked at $816K in Q1 2019. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

  • Yorktown Management & Research Company reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 39,000 Equitable Holdings shares in Q3 2019, an estimated $815K.
  • Yorktown Management & Research Company first reported a position in Equitable Holdings in Q4 2018 and held it in 3 quarters.
  • Yorktown Management & Research Company's Equitable Holdings position peaked at $816K in Q1 2019.
  • 255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.