EQH position history
The shares of Equitable (EQH) that PZENA INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 22,131,172 shares, $656M, 2.6% of portfolio
- 2021 Q4: 22,083,633 shares, $724M, 2.7% of portfolio, Reduce −0.2%
- 2022 Q1: 21,926,757 shares, $678M, 2.6% of portfolio, Reduce −0.7%
- 2022 Q2: 22,147,532 shares, $577M, 2.6% of portfolio, Add +1.0%
- 2022 Q3: 45,737,022 shares, $1.2B, 6.0% of portfolio, Add +106.5%
- 2022 Q4: 22,605,769 shares, $649M, 2.9% of portfolio, Reduce −50.6%
- 2023 Q1: 23,480,192 shares, $596M, 2.6% of portfolio, Add +3.9%
- 2023 Q2: 24,452,076 shares, $664M, 2.8% of portfolio, Add +4.1%
- 2023 Q3: 26,902,560 shares, $764M, 3.3% of portfolio, Add +10.0%
- 2023 Q4: 26,568,063 shares, $885M, 3.3% of portfolio, Reduce −1.2%
- 2024 Q1: 25,320,633 shares, $962M, 3.3% of portfolio, Reduce −4.7%
- 2024 Q2: 18,642,684 shares, $762M, 2.7% of portfolio, Reduce −26.4%
- 2024 Q3: 16,432,139 shares, $691M, 2.2% of portfolio, Reduce −11.9%
- 2024 Q4: 8,191,328 shares, $386M, 1.3% of portfolio, Reduce −50.2%
- 2025 Q1: 5,902,357 shares, $307M, 1.1% of portfolio, Reduce −27.9%
- 2025 Q2: 4,241,210 shares, $238M, 0.77% of portfolio, Reduce −28.1%
- 2025 Q3: 4,297,008 shares, $218M, 0.71% of portfolio, Add +1.3%
- 2025 Q4: 4,325,348 shares, $206M, 0.62% of portfolio, Add +0.7%
- 2026 Q1: 4,464,347 shares, $166M, 0.54% of portfolio, Add +3.2%
- 2026 Q2: 5,561,804 shares, $244M, 0.72% of portfolio, Add +24.6%
- 2026 Q3: 5,618,993 shares, $288M, 0.84% of portfolio, Add +1.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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