Greg Alexander - Conifer Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    6
Portfolio value:    $523,825,043
Holdings Activity Buys Sells    History
Holding/activity history for  Equitable Holdings, Inc. (EQH)
← All EQH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,200,000 29.75 $37.11 $155,862,000 SEC
2025   Q4 4,200,000 33.16 $47.65 $200,130,000 SEC
2025   Q3 4,200,000 33.80 Reduce 16.00% 5.84 $47.00–56.04 · VW $52.68i $213,276,000 SEC
2025   Q2 5,000,000 36.51 $56.10 $280,500,000 SEC
2025   Q1 5,000,000 39.48 $52.09 $260,450,000 SEC
2024   Q4 5,000,000 30.40 Reduce 16.67% 4.81 $42.47–50.51 · VW $46.55i $235,850,000 SEC
2024   Q3 6,000,000 28.87 $42.03 $252,180,000 SEC
2024   Q2 6,000,000 30.06 Reduce 12.46% 3.58 $35.49–41.95 · VW $39.32i $245,160,000 SEC
2024   Q1 6,854,000 28.75 Reduce 9.82% 2.41 $31.76–38.32 · VW $33.93i $260,520,540 SEC
2023   Q4 7,600,000 24.57 $33.30 $253,080,000 SEC
2023   Q3 7,600,000 24.32 $28.39 $215,764,000 SEC
2023   Q2 7,600,000 22.65 $27.16 $206,416,000 SEC
2023   Q1 7,600,000 23.16 $25.39 $192,964,000 SEC
2022   Q4 7,600,000 26.53 Reduce 5.00% 1.50 $26.31–32.13 · VW $29.71i $218,120,000 SEC
2022   Q3 8,000,000 29.98 $26.35 $210,800,000 SEC
2022   Q2 8,000,000 31.51 Reduce 13.08% 4.27 $25.22–32.95 · VW $28.63i $208,560,000 SEC
2022   Q1 9,204,377 32.60 Add 10.58% 3.12 $27.94–37.13 · VW $32.74i $284,507,000 SEC
2021   Q4 8,323,777 19.11 $32.79 $272,937,000 SEC
2021   Q3 8,323,777 17.04 $29.64 $246,717,000 SEC
2021   Q2 8,323,777 17.10 Reduce 7.51% 1.36 $29.29–35.46 · VW $32.51i $253,459,000 SEC
2021   Q1 9,000,000 18.04 $32.62 $293,580,000 SEC
2020   Q4 9,000,000 13.97 Add 26.76% 2.95 $18.44–27.21 · VW $23.49i $230,310,000 SEC
2020   Q3 7,100,000 9.07 Add 44.92% 2.81 $17.33–22.55 · VW $20.09i $129,504,000 SEC
2020   Q2 4,899,270 6.53 Add 172.18% 4.13 $14.01–24.19 · VW $18.25i $94,507,000 SEC
2020   Q1 1,800,000 2.05 $14.45 $26,010,000 SEC
2019   Q4 1,800,000 2.13 $24.78 $44,604,000 SEC
Price snapshot:
Current price$47.80
Avg. buy price$22.37
+/- since buy113.72%
52-week low$34.94
52-week high$54.14