Zimmer Partners’s Equitable Holdings EQH Stock Holding History

Zimmer Partners’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 Q4	–	Sell	-150,000	Closed	-$4.26M	–	121
2023 Q3	$4.26M	Buy	+150,000	New	+$4.23M	0.11%	81
2022 Q1	–	Sell	-750,000	Closed	-$24.6M	–	121
2021 Q4	$24.6M	Buy	750,000 +105,000	+16%	+$3.45M	0.37%	57
2021 Q3	$19.1M	Buy	645,000 +370,000	+135%	+$11.2M	0.3%	74
2021 Q2	$8.37M	Buy	+275,000	New	+$8.97M	0.11%	103

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

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Zimmer Partners's EQH Position: Q4 2023 in Review

Zimmer Partners sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 150,000 shares — an estimated $4.26M sold.

Zimmer Partners first reported a position in EQH in Q2 2021 and held it in 4 quarters. The position peaked at $24.6M in Q4 2021. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Zimmer Partners reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Zimmer Partners sold 150,000 Equitable Holdings shares in Q4 2023, an estimated $4.26M.
Zimmer Partners first reported a position in Equitable Holdings in Q2 2021 and held it in 4 quarters.
Zimmer Partners's Equitable Holdings position peaked at $24.6M in Q4 2021.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Zimmer Partners's 13F filing for Q4 2023, filed 14 Feb 2024.