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Equitable Holdings shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners investment in Equitable Holdings

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All positions including Equitable Holdings held by Interchange Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $356k 14k 25.18
2022-12-31 $203k 7.1k 28.70
2022-03-31 $252k 8.2k 30.87
2021-12-31 $269k 8.2k 32.75
2021-03-31 $231k 4.5k 51.90
2020-12-31 $191k 7.5k 25.49

More positions owned by Interchange Capital Partners

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Semler Scientific (SMLR)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Interchange Capital Partners

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Massachusetts Financial Services
Invesco
Pzena Investment Management
Conifer Management
Northern Trust
Nordea Investment Management Ab
Robeco Investment Management

View all funds holding Equitable Holdings