Ownership history in Equitable Holdings, Inc. Β· 15 quarters on record
This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in NEW RESIDENTIAL INVT CORP (RITM). 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 Equitable Holdings, Inc. underperformed the S&P 500 by β3.9% annually on this RITM position. Timing score: 57% (8/14 decisions correct). Average cost basis: $7.45. Maximum drawdown during holding period: β4.2%.
β οΈ Trailed SPY by 3.9% ann. on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $6.63 (2021 Q2) Β· Worst: $10.71 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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