EQH
Axa Equitable Holdings Inc
Axa Equitable Holdings Inc historical holders
total: 2
Viking Global Investors Axa Equitable Holdings Inc transactions over time
- Total transactions:
- 19
- New positions:
- 5
- Sold out:
- 5
- Added:
- 5
- Reduced:
- 4
- Held since:
- 2024 Q1
- Held for:
- 5 quarters
- Latest activity:
- 2025 Q2
Ole Andreas Halvorsen has been an institutional investor in Axa Equitable Holdings Inc (EQH) since 2018 Q2. According to 2026 Q1 report, Ole Andreas Halvorsen doesn't hold any shares. The fund/company first acquired EQH in 2018 Q2, initially purchasing about 2.85M shares. Ole Andreas Halvorsen later completely sold out the position and reinvested in EQH again in 2024 Q1. Since the initial investment, Viking Global Investors has made 18 more transactions in this position.
When did Ole Andreas Halvorsen exit their EQH position?
Ole Andreas Halvorsen no longer holds Axa Equitable Holdings Inc (EQH). They sold off their entire position in 2025 Q2, closing out an investment that began in 2018 Q2.
When did Ole Andreas Halvorsen first invest in EQH?
Ole Andreas Halvorsen first invested in Axa Equitable Holdings Inc (EQH) in 2018 Q2 at the reported quarter-end price of $20.61 per share, acquiring 2,853,500 shares in their initial purchase.
What is Ole Andreas Halvorsen's average cost basis for EQH?
Based on historical transaction data, Ole Andreas Halvorsen's estimated cost basis for Axa Equitable Holdings Inc (EQH) is approximately $43.53 per share. This represents their average reported price* across all buy transactions.
Has Ole Andreas Halvorsen reinvested in EQH after selling?
Yes, Ole Andreas Halvorsen has shown renewed interest in Axa Equitable Holdings Inc (EQH). After completely selling their position, they reinitiated an investment in 2024 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $43.53
- Weighted AVG sell price:
- $47.37
EQH transactions history by Viking Global Investors
19 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
0.00%
|
0
|
$52.09
|
|
-100% (-3,279,559)
|
-0.54%
|
|
2025 Q1
|
0.54%
|
3,279,559
|
$52.09
|
$170,832,228
|
+329.08% (+2,515,236)
|
+0.42%
|
|
2024 Q4
|
0.12%
|
764,323
|
$47.17
|
$36,053,116
|
-74.94% (-2,285,939)
|
-0.39%
|
|
2024 Q3
|
0.47%
|
3,050,262
|
$42.03
|
$128,202,512
|
-47.94% (-2,809,285)
|
-0.45%
|
|
2024 Q2
|
0.92%
|
5,859,547
|
$40.86
|
$239,421,090
|
+184.83% (+3,802,356)
|
+0.6%
|
|
2024 Q1
|
0.29%
|
2,057,191
|
$38.01
|
$78,193,830
|
new
|
+0.29%
|
|
2023 Q2
|
0.00%
|
0
|
$25.39
|
|
-100% (-3,989,446)
|
-0.48%
|
|
2023 Q1
|
0.48%
|
3,989,446
|
$25.39
|
$101,292,034
|
-23.46% (-1,223,014)
|
-0.16%
|
|
2022 Q4
|
0.75%
|
5,212,460
|
$28.70
|
$149,597,602
|
new
|
+0.75%
|
|
2021 Q2
|
0.00%
|
0
|
$32.62
|
|
-100% (-5,987,489)
|
-0.58%
|
|
2021 Q1
|
0.58%
|
$32.62
|
+54.55% (+2,113,379)
|
|||
|
2020 Q4
|
0.27%
|
$25.59
|
new
|
|||
|
2020 Q1
|
0.00%
|
$24.78
|
-100% (-9,048,047)
|
|||
|
2019 Q4
|
1.05%
|
$24.78
|
-15.27% (-1,630,901)
|
|||
|
2019 Q3
|
1.23%
|
$22.16
|
+20.77% (+1,836,598)
|
|||
|
2019 Q2
|
0.83%
|
$20.90
|
+1,197.29% (+8,160,750)
|
|||
|
2019 Q1
|
0.08%
|
$20.14
|
new
|
|||
|
2018 Q3
|
0.00%
|
$20.61
|
-100% (-2,853,500)
|
|||
|
2018 Q2
|
0.34%
|
$20.61
|
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.