Kempner Multi-Cap Deep Value Fund EQH Holdings History
Kempner Multi-Cap Deep Value Fund's Equitable Holdings Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 43,850.00 shares of Equitable Holdings Inc(EQH), totaling $2.41 Mil. This investment constitutes 3.08% of their stock portfolio, and Ultimus Managers Trust now holds 0.01% of the outstanding Equitable Holdings Inc(EQH) stock.
The initial trade took place in 2021Q4. And since then Kempner Multi-Cap Deep Value Fund has made 1 purchases of EQH, at an average price of $30.76, for a total of 73,750.00 shares. In addition, there have been 2 sales at an average price of $48.23 for 29,900.00 shares. Based on historical transaction data and EQH's current price of $55.67, Kempner Multi-Cap Deep Value Fund's estimated gain on his EQH holdings is $1.61 Mil, reflecting a 71.19% gain to date.
Kempner Multi-Cap Deep Value Fund EQH ($55.67) Holding Chart
Kempner Multi-Cap Deep 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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