Equitable Holdings shares owned by Wellington Management Company
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Equitable Holdings
Tip: Access up to 7 years of quarterly data
All positions including Equitable Holdings held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Equitable Holdings by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $374M | 11M | 33.30 |
| 2023-09-30 | $489M | 17M | 28.39 |
| 2023-06-30 | $564M | 21M | 27.16 |
| 2023-03-31 | $435M | 17M | 25.39 |
| 2022-12-31 | $546M | 19M | 28.70 |
| 2022-03-31 | $414M | 13M | 30.91 |
| 2021-12-31 | $481M | 15M | 32.79 |
| 2021-09-30 | $479M | 16M | 29.64 |
| 2021-06-30 | $481M | 16M | 30.45 |
| 2021-03-31 | $439M | 13M | 32.62 |
| 2020-12-31 | $398M | 16M | 25.59 |
| 2020-09-30 | $307M | 17M | 18.24 |
| 2020-06-30 | $335M | 17M | 19.29 |
| 2020-03-31 | $288M | 20M | 14.45 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company