Equitable Holdings Inc. (EQH)

Sector:Financials
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.409%
Hold Price * :$42.03
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Lee Ainslie - Maverick Capital Add 11.56% 4,260 0.00
Viking Global Investors Reduce 47.94% 2,809,285 0.43
Q2  2024
Lee Ainslie - Maverick Capital Add 230.05% 25,678 0.02
Viking Global Investors Add 184.83% 3,802,356 0.60
Greg Alexander - Conifer Management Reduce 12.46% 854,000 4.28
Richard Pzena - Hancock Classic Value Reduce 49.08% 816,382 2.89
Q1  2024
Lee Ainslie - Maverick Capital Add 57.12% 4,058 0.00
Viking Global Investors Buy 2,057,191 0.29
Greg Alexander - Conifer Management Reduce 9.82% 746,000 3.13
Q4  2023
Lee Ainslie - Maverick Capital Buy 7,104 0.00
Richard Pzena - Hancock Classic Value Reduce 3.17% 54,394 0.11
Q3  2023
Richard Pzena - Hancock Classic Value Add 8.82% 139,212 0.27
Lee Ainslie - Maverick Capital Sell 100.00% 14,525 0.01
Q2  2023
Lee Ainslie - Maverick Capital Reduce 8.69% 1,383 0.00
Viking Global Investors Sell 100.00% 3,989,446 0.48
Q1  2023
Lee Ainslie - Maverick Capital Add 16.05% 2,200 0.00
Richard Pzena - Hancock Classic Value Reduce 12.38% 222,995 0.38
Viking Global Investors Reduce 23.46% 1,223,014 0.15
Q4  2022
Viking Global Investors Buy 5,212,460 0.75
Lee Ainslie - Maverick Capital Buy 13,708 0.01
Greg Alexander - Conifer Management Reduce 5.00% 400,000 1.40
Richard Pzena - Hancock Classic Value Reduce 26.87% 662,006 1.15
Q3  2022
Richard Pzena - Hancock Classic Value Reduce 4.48% 115,484 0.17
Q2  2022
Richard Pzena - Hancock Classic Value Reduce 4.65% 125,736 0.15
Greg Alexander - Conifer Management Reduce 13.08% 1,204,377 4.74
Q1  2022
Greg Alexander - Conifer Management Add 10.58% 880,600 3.12
Q3  2021
Richard Pzena - Hancock Classic Value Add 25.20% 544,469 0.56
Q2  2021
Greg Alexander - Conifer Management Reduce 7.51% 676,223 1.39
Viking Global Investors Sell 100.00% 5,987,489 0.58
Q1  2021
Viking Global Investors Add 54.55% 2,113,379 0.20
Richard Pzena - Hancock Classic Value Add 9.74% 191,725 0.28
Q4  2020
Greg Alexander - Conifer Management Add 26.76% 1,900,000 2.95
Viking Global Investors Buy 3,874,110 0.27
Richard Pzena - Hancock Classic Value Reduce 8.12% 173,906 0.25
Q3  2020
Greg Alexander - Conifer Management Add 44.92% 2,200,730 2.81
Richard Pzena - Hancock Classic Value Reduce 5.83% 132,644 0.18
Lee Ainslie - Maverick Capital Sell 100.00% 30,677 0.01
Q2  2020
Greg Alexander - Conifer Management Add 172.18% 3,099,270 4.13
Lee Ainslie - Maverick Capital Buy 30,677 0.01
Richard Pzena - Hancock Classic Value Reduce 36.58% 1,312,390 1.68
Q1  2020
Richard Pzena - Hancock Classic Value Add 27.77% 779,759 0.72
Viking Global Investors Sell 100.00% 9,048,047 1.05
Q4  2019
Viking Global Investors Reduce 15.27% 1,630,901 0.19
Q3  2019
Viking Global Investors Add 20.77% 1,836,598 0.21
Q2  2019
Viking Global Investors Add 1197.29% 8,160,750 0.77
Q1  2019
Richard Pzena - Hancock Classic Value Add 23.10% 526,791 0.48
Q3  2018
Richard Pzena - Hancock Classic Value Add 28.50% 505,878 0.46
Q2  2018
Richard Pzena - Hancock Classic Value Buy 1,775,063 1.64

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.