Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in EQUITABLE HLDGS INC (EQH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π COMMONWEALTH EQUITY SERVICES, LLC outperformed the S&P 500 by +10.5% annually on this EQH position. Timing score: 50% (5/10 decisions correct). Average cost basis: $42.91. Maximum drawdown during holding period: β9.0%.
π₯ Exceptional β beat the S&P 500 by 10.5% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $23.54 (2023 Q1) Β· Worst: $55.09 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size