ADLER VALUE FUND EQH Holdings History
ADLER VALUE FUND's Equitable Holdings Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 4,800.00 shares of Equitable Holdings Inc(EQH), totaling $264,100.00. This investment constitutes 7.95% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Equitable Holdings Inc(EQH) stock.
The initial trade took place in 2021Q4. And since then ADLER VALUE FUND has made 2 purchases of EQH, at an average price of $29.88, for a total of 10,400.00 shares. In addition, there have been 2 sales at an average price of $28.70 for 5,600.00 shares. Based on historical transaction data and EQH's current price of $55.67, ADLER VALUE FUND's estimated gain on his EQH holdings is $117,175.00, reflecting a 37.71% gain to date.
ADLER VALUE FUND EQH ($55.67) Holding Chart
ADLER VALUE FUND EQH ($55.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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