Equitable Holdings shares owned by Ellevest
Historical chart of Ellevest investment in Equitable Holdings
Tip: Access up to 7 years of quarterly data
All positions including Equitable Holdings held by Ellevest consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Equitable Holdings by Ellevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $421k | 8.3k | 50.78 |
| 2025-06-30 | $549k | 9.8k | 56.10 |
| 2025-03-31 | $489k | 9.4k | 52.09 |
| 2024-12-31 | $453k | 9.6k | 47.17 |
| 2024-09-30 | $419k | 10k | 42.03 |
| 2024-06-30 | $409k | 10k | 40.86 |
| 2024-03-31 | $406k | 11k | 38.01 |
| 2023-12-31 | $360k | 11k | 33.30 |
| 2023-03-31 | $46k | 1.8k | 25.39 |
| 2022-12-31 | $137k | 4.8k | 28.70 |
| 2022-09-30 | $86k | 3.3k | 26.36 |
| 2022-06-30 | $160k | 6.1k | 26.05 |
| 2022-03-31 | $252k | 8.2k | 30.91 |
| 2021-12-31 | $258k | 7.9k | 32.76 |
| 2021-09-30 | $206k | 7.0k | 29.64 |
| 2021-06-30 | $5.0k | 150 | 33.33 |
| 2021-03-31 | $48k | 1.5k | 32.74 |
| 2020-09-30 | $36k | 2.0k | 18.26 |
| 2020-06-30 | $76k | 3.9k | 19.25 |