Number of Shares
60,974.00
Current Holdings Value*
$3.18 Mil
% of Portfolio
0.58%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
75.56%

CVT S&P MidCap 400 Index Portfolio's Equitable Holdings Inc Holding Summary

As of 2025-03-31, CVT S&P MidCap 400 Index Portfolio held 60,974.00 shares of Equitable Holdings Inc(EQH), totaling $3.18 Mil. This investment constitutes 0.58% of their stock portfolio, and CVT S&P MidCap 400 Index Portfolio now holds 0.02% of the outstanding Equitable Holdings Inc(EQH) stock.

The initial trade took place in 2023Q4. And since then CVT S&P MidCap 400 Index Portfolio has made 2 purchases of EQH, at an average price of $29.37, for a total of 70,827.00 shares. In addition, there have been 4 sales at an average price of $43.05 for 9,853.00 shares. Based on historical transaction data and EQH's current price of $52.93, CVT S&P MidCap 400 Index Portfolio's estimated gain on his EQH holdings is $1.57 Mil, reflecting a 75.56% gain to date.

CVT S&P MidCap 400 Index Portfolio EQH ($52.93) Holding Chart

CVT S&P MidCap 400 Index Portfolio EQH ($52.93) 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 %

Top Ranked Articles

  • 1