Number of Shares
19,500.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
5.37%
Total Estimate Gain
$904,042.00
% of Total Estimate Gain
94.79%

Poplar Forest Cornerstone Fund's Equitable Holdings Inc Holding Summary

As of 2025-03-31, ADVISORS SERIES TRUST held 19,500.00 shares of Equitable Holdings Inc(EQH), totaling $1.02 Mil. This investment constitutes 5.37% of their stock portfolio, and ADVISORS SERIES TRUST now holds 0.01% of the outstanding Equitable Holdings Inc(EQH) stock.

The initial trade took place in 2020Q1. And since then Poplar Forest Cornerstone Fund has made 2 purchases of EQH, at an average price of $22.39, for a total of 42,600.00 shares. In addition, there have been 5 sales at an average price of $35.69 for 23,100.00 shares. Based on historical transaction data and EQH's current price of $52.99, Poplar Forest Cornerstone Fund's estimated gain on his EQH holdings is $904,042.00, reflecting a 94.79% gain to date.

Poplar Forest Cornerstone Fund EQH ($52.99) Holding Chart

Poplar Forest Cornerstone Fund EQH ($52.99) 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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