Zacks Investment Management’s Equitable Holdings EQH Stock Holding History

Zacks Investment 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	–	Sell	-42,244	Closed	-$901K	–	665
2023 Q4	$901K	Buy	+42,244	New	+$1.24M	0.01%	393
2023 Q3	–	Sell	-22,273	Closed	-$446K	–	641
2023 Q2	$446K	Buy	22,273 +4,969	+29%	+$126K	0.01%	472
2023 Q1	$439K	Buy	17,304 +4,628	+37%	+$137K	0.01%	468
2022 Q4	$239K	Buy	+12,676	New	+$375K	﹤0.01%	529

Other funds holding EQH

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Zacks Investment Management's EQH Position: Q1 2024 in Review

Zacks Investment Management sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 42,244 shares — an estimated $901K sold.

Zacks Investment Management first reported a position in EQH in Q4 2022 and held it in 4 quarters. The position peaked at $901K in Q4 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

Zacks Investment Management reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
Zacks Investment Management sold 42,244 Equitable Holdings shares in Q1 2024, an estimated $901K.
Zacks Investment Management first reported a position in Equitable Holdings in Q4 2022 and held it in 4 quarters.
Zacks Investment Management's Equitable Holdings position peaked at $901K in Q4 2023.
448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.