Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$34

Avg closing price
Price range

13 Jim Simons Equitable Holdings Trades

The first Equitable Holdings trade was made in Q1 2020. Since then Jim Simons bought shares five more times and sold shares on seven occasions. The investor sold all their shares in Q2 2024 and doesn't own any shares in Equitable Holdings anymore.

Avg closing price
Price range
Sold -68.2 Thousand shares Q2 2024
Avg closing price $39.17
Price range $35.63 - $41.50
New holding (+68.2 Thousand shares) Q1 2024
Avg closing price $34.01
Price range $32.25 - $38.01
Sold -451 Thousand shares Q4 2022
Avg closing price $29.60
Price range $27.17 - $31.98
Increased shares by 46.7% (+144 Thousand shares) Q3 2022
Avg closing price $28.42
Price range $24.87 - $31.83
New holding (+307 Thousand shares) Q2 2022
Avg closing price $28.98
Price range $25.56 - $32.30
Sold -35.8 Thousand shares Q1 2022
Avg closing price $32.96
Price range $28.52 - $36.30
Sold 96.9% shares (-1.13 Million shares) Q4 2021
Avg closing price $32.82
Price range $29.95 - $35.43
Sold 29.9% shares (-495 Thousand shares) Q3 2021
Avg closing price $30.27
Price range $28.02 - $32.96
New holding (+1.66 Million shares) Q2 2021
Avg closing price $32.62
Price range $29.43 - $35.11
Sold -271 Thousand shares Q1 2021
Avg closing price $28.83
Price range $24.72 - $32.62
New holding (+271 Thousand shares) Q4 2020
Avg closing price $23.39
Price range $18.50 - $27.12
Sold -457 Thousand shares Q2 2020
Avg closing price $17.87
Price range $13.02 - $23.05
New holding (+457 Thousand shares) Q1 2020
Avg closing price $21.84
Price range $10.42 - $27.15

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!