A detailed history of Balasa Dinverno & Foltz LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 65,040 shares of EQH stock, worth $2.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
65,040
Previous 51,725 25.74%
Holding current value
$2.65 Million
Previous $1.35 Million 27.15%
% of portfolio
0.11%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

BUY
$21.69 - $31.01 $288,802 - $412,898
13,315 Added 25.74%
65,040 $1.71 Million
Q2 2022

Aug 09, 2022

SELL
$25.56 - $32.3 $11,271 - $14,244
-441 Reduced 0.85%
51,725 $1.35 Million
Q1 2022

Apr 25, 2022

SELL
$28.52 - $36.3 $87,784 - $111,731
-3,078 Reduced 5.57%
52,166 $1.61 Million
Q4 2021

Jan 26, 2022

SELL
$29.95 - $35.43 $22,462 - $26,572
-750 Reduced 1.34%
55,244 $1.81 Million
Q3 2021

Oct 26, 2021

SELL
$28.02 - $32.96 $141,220 - $166,118
-5,040 Reduced 8.26%
55,994 $1.66 Million
Q2 2021

Jul 23, 2021

SELL
$29.43 - $35.11 $80,549 - $96,096
-2,737 Reduced 4.29%
61,034 $1.86 Million
Q1 2021

Apr 29, 2021

SELL
$24.72 - $32.62 $63,827 - $84,224
-2,582 Reduced 3.89%
63,771 $2.08 Million
Q4 2020

Jan 26, 2021

BUY
$18.5 - $27.12 $1.23 Million - $1.8 Million
66,353 New
66,353 $1.7 Million

Others Institutions Holding EQH

About Equitable Holdings, Inc.


  • Ticker EQH
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 375,623,008
  • Market Cap $15.3B
  • Description
  • Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annu...
More about EQH
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