A detailed history of M.D. Sass Investors Services, Inc. transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, M.D. Sass Investors Services, Inc. holds 93,773 shares of EQH stock, worth $4.19 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
93,773
Previous 112,423 16.59%
Holding current value
$4.19 Million
Previous $6.31 Million 24.5%
% of portfolio
0.46%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$50.09 - $55.88 $934,178 - $1.04 Million
-18,650 Reduced 16.59%
93,773 $4.76 Million
Q2 2025

Aug 13, 2025

SELL
$43.98 - $56.1 $25.8 Million - $32.9 Million
-586,641 Reduced 83.92%
112,423 $6.31 Million
Q1 2025

May 09, 2025

BUY
$47.64 - $55.68 $7.39 Million - $8.64 Million
155,196 Added 28.54%
699,064 $36.4 Million
Q4 2024

Feb 11, 2025

BUY
$41.59 - $50.4 $22.6 Million - $27.4 Million
543,868 New
543,868 $25.7 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 $16.8B
  • 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...
More about EQH
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