EQH
Axa Equitable Holdings Inc
Axa Equitable Holdings Inc historical holders
total: 2
Conifer Management Axa Equitable Holdings Inc transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 4
- Reduced:
- 7
- Held since:
- 2019 Q4
- Held for:
- 26 quarters
- Latest activity:
- 2025 Q3
Greg Alexander has been an institutional investor in Axa Equitable Holdings Inc (EQH) since 2019 Q4. According to 2026 Q1 report, Greg Alexander holds 4,200,000 shares with a market value of roughly $155.86M representing 29.75% of their equity portfolio. The fund/company first acquired EQH in 2019 Q4, initially purchasing about 1.80M shares. Since the initial investment, Conifer Management has made 11 more transactions in this position.
Does Greg Alexander still hold EQH?
Yes, Greg Alexander continues to hold Axa Equitable Holdings Inc (EQH). According to their 2026 Q1 report, they maintain a position of 4,200,000 shares valued at approximately $155.86M, representing 29.75% of their equity portfolio.
When did Greg Alexander first invest in EQH?
Greg Alexander first invested in Axa Equitable Holdings Inc (EQH) in 2019 Q4 at the reported quarter-end price of $24.78 per share, acquiring 1,800,000 shares in their initial purchase.
What is Greg Alexander's average cost basis for EQH?
Based on historical transaction data, Greg Alexander's estimated cost basis for Axa Equitable Holdings Inc (EQH) is approximately $22.30 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $22.30
- Weighted AVG sell price:
- $37.76
EQH transactions history by Conifer Management
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
33.80%
|
4,200,000
|
$50.78
|
$213,276,000
|
-16.00% (-800,000)
|
-5.29%
|
|
2024 Q4
|
30.40%
|
5,000,000
|
$47.17
|
$235,850,000
|
-16.67% (-1,000,000)
|
-5.4%
|
|
2024 Q2
|
30.06%
|
6,000,000
|
$40.86
|
$245,160,000
|
-12.46% (-854,000)
|
-3.85%
|
|
2024 Q1
|
28.75%
|
6,854,000
|
$38.01
|
$260,520,540
|
-9.82% (-746,000)
|
-2.75%
|
|
2022 Q4
|
26.53%
|
7,600,000
|
$28.70
|
$218,120,000
|
-5.00% (-400,000)
|
-1.63%
|
|
2022 Q2
|
31.51%
|
8,000,000
|
$26.07
|
$208,560,000
|
-13.08% (-1,204,377)
|
-3.6%
|
|
2022 Q1
|
32.60%
|
9,204,377
|
$30.91
|
$284,507,000
|
+10.58% (+880,600)
|
+3.12%
|
|
2021 Q2
|
17.10%
|
8,323,777
|
$30.45
|
$253,459,000
|
-7.51% (-676,223)
|
-1.27%
|
|
2020 Q4
|
13.97%
|
$25.59
|
+26.76% (+1,900,000)
|
|||
|
2020 Q3
|
9.07%
|
$18.24
|
+44.92% (+2,200,730)
|
|||
|
2020 Q2
|
6.53%
|
$19.29
|
+172.18% (+3,099,270)
|
|||
|
2019 Q4
|
2.13%
|
$24.78
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.