Epoch Investment Partners, Inc. Equitable Holdings, Inc. Transaction History

Epoch Investment Partners, Inc.

$21.7 Billion
Q3 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 10,909 shares of EQH stock, worth $516,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,909

Previous 10,909 -0.0%

Holding current value

$516,213

Previous $445,000 2.92%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$35.63 - $41.5 $388,687 - $452,723	10,909 New	10,909 $445,000
Q3 2023 Nov 13, 2023	SELL	$26.86 - $29.19 $22,293 - $24,227	-830 Reduced 5.66%	13,839 $392,000
Q2 2023 Aug 11, 2023	SELL	$22.82 - $27.16 $14,125 - $16,812	-619 Reduced 4.05%	14,669 $398,000
Q1 2023 May 12, 2023	SELL	$23.46 - $32.88 $18,111 - $25,383	-772 Reduced 4.81%	15,288 $388,000
Q4 2022 Feb 13, 2023	SELL	$27.24 - $31.97 $28,275 - $33,184	-1,038 Reduced 6.07%	16,060 $460,000
Q3 2022 Nov 14, 2022	SELL	$21.69 - $31.01 $24,162 - $34,545	-1,114 Reduced 6.12%	17,098 $451,000
Q2 2022 Aug 15, 2022	SELL	$25.56 - $32.3 $133,781 - $169,058	-5,234 Reduced 22.32%	18,212 $475,000
Q1 2022 May 13, 2022	SELL	$28.52 - $36.3 $28.4 Million - $36.2 Million	-995,928 Reduced 97.7%	23,446 $725,000
Q4 2021 Feb 11, 2022	SELL	$29.95 - $35.43 $5,570 - $6,589	-186 Reduced 0.02%	1,019,374 $33.4 Million
Q3 2021 Nov 12, 2021	BUY	$28.02 - $32.96 $28.6 Million - $33.6 Million	1,019,560 New	1,019,560 $30.2 Million
Q2 2021 Aug 13, 2021	SELL	$29.43 - $35.11 $39.6 Million - $47.2 Million	-1,344,224 Reduced 56.53%	1,033,501 $31.5 Million
Q1 2021 May 17, 2021	SELL	$24.72 - $32.62 $3.6 Million - $4.75 Million	-145,489 Reduced 5.77%	2,377,725 $77.6 Million
Q4 2020 Feb 12, 2021	SELL	$18.5 - $27.12 $48.2 Million - $70.6 Million	-2,604,287 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$17.64 - $21.8 $2.03 Million - $2.51 Million	-115,013 Reduced 4.23%	2,604,287 $47.5 Million
Q2 2020 Aug 13, 2020	SELL	$13.02 - $23.05 $11 Million - $19.4 Million	-843,608 Reduced 23.68%	2,719,300 $52.5 Million
Q1 2020 May 14, 2020	BUY	$10.42 - $27.15 $37.1 Million - $96.7 Million	3,562,908 New	3,562,908 $51.5 Million

Others Institutions Holding EQH

# of Institutions

531

Shares Held

274M

Call Options Held

111K

Put Options Held

195K

View Full List

About Equitable Holdings, Inc.

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $17.8B
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...

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Epoch Investment Partners, Inc. Equitable Holdings, Inc. Transaction History