EQH — EQUITABLE HLDGS INC

Ownership history in GUGGENHEIM CAPITAL LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which GUGGENHEIM CAPITAL 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2021 Q3)
Avg. % of fund
0.01%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,544 -1,496 -16.5% 0.00% $383K $50.13
2025 Q2 REDUCED 9,040 -494 -5.2% 0.00% $507K $55.09
2025 Q1 REDUCED 9,534 -130 -1.3% 0.00% $497K $50.89
2024 Q4 REDUCED 9,664 -12,404 -56.2% 0.00% $456K $45.87
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EQH price (monthly, adj. close)

Other funds also holding EQH

As of 2025 Q4 — sorted by position size

Conifer Management, L.L.C. 3Y 33.16% Four Tree Island Advisory LLC 9.51% HG Vora Capital Management, LLC 3Y 7Y 7.2% ALGEBRIS (UK) LTD 3Y 7Y 4.84% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 4.66% BRUNI J V & CO /CO 3Y 7Y 3.16% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 2.94% Jessup Wealth Management, Inc 3Y 2.25% KEMPNER CAPITAL MANAGEMENT INC. 3Y 7Y 2.1% Benson Investment Management Company, Inc. 3Y 7Y 2.0%
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