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Equitable Holdings shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 66k 42.03
2024-06-30 $2.7M 65k 40.86
2024-03-31 $2.6M 69k 38.01
2023-12-31 $2.3M 70k 33.30