Zimmer Partners’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-150,000
| Closed | -$4.26M | – | 121 |
|
2023
Q3 | $4.26M | Buy |
+150,000
| New | +$4.26M | 0.11% | 77 |
|
2022
Q1 | – | Sell |
-750,000
| Closed | -$24.6M | – | 119 |
|
2021
Q4 | $24.6M | Buy |
750,000
+105,000
| +16% | +$3.44M | 0.37% | 57 |
|
2021
Q3 | $19.1M | Buy |
645,000
+370,000
| +135% | +$11M | 0.3% | 73 |
|
2021
Q2 | $8.37M | Buy |
+275,000
| New | +$8.37M | 0.11% | 99 |
|