Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$21.6

Avg closing price
Price range

9 Chuck Royce Equitable Holdings Trades

Chuck Royce started to build up the position in Equitable Holdings in Q3 2020 and continued to invest until Q1 2021. Since then they sold 540 Thousand shares. The investor completely sold their stake between Q2 2021 and Q1 2023.

Avg closing price
Price range
Sold -30 Thousand shares Q1 2023
Avg closing price $29.51
Price range $23.46 - $32.88
Sold 53.8% shares (-35 Thousand shares) Q3 2022
Avg closing price $28.42
Price range $24.87 - $31.83
Sold 71.4% shares (-162 Thousand shares) Q1 2022
Avg closing price $32.96
Price range $28.52 - $36.30
Sold 35.5% shares (-125 Thousand shares) Q4 2021
Avg closing price $32.82
Price range $29.95 - $35.43
Sold 0.2% shares (-802 shares) Q3 2021
Avg closing price $30.27
Price range $28.02 - $32.96
Sold 34.5% shares (-186 Thousand shares) Q2 2021
Avg closing price $32.62
Price range $29.43 - $35.11
Increased shares by 15.3% (+71.8 Thousand shares) Q1 2021
Avg closing price $28.83
Price range $24.72 - $32.62
Increased shares by 12.1% (+50.7 Thousand shares) Q4 2020
Avg closing price $23.39
Price range $18.50 - $27.12
New holding (+417 Thousand shares) Q3 2020
Avg closing price $20.11
Price range $17.64 - $21.80

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