Jefferies Group's EQH Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 20,000 shares of Equitable Holdings, Inc. (EQH) worth $953,000, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in EQH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 70,462 shares. Largest reduction occurred in Q1 2023, reducing 148,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Equitable Holdings (EQH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equitable Holdings (EQH) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +148,500 | New Buy | 148,500 | $28.70 |
| Q1 2023 | -148,500 | Sold Out | 0 | $0.00 |
| Q1 2024 | +57,000 | New Buy | 57,000 | $38.01 |
| Q2 2024 | -43,000 | Reduce 75.44% | 14,000 | $40.86 |
| Q3 2024 | -14,000 | Sold Out | 0 | $0.00 |
| Q1 2025 | +70,462 | New Buy | 70,462 | $52.09 |
| Q2 2025 | -49,925 | Reduce 70.85% | 20,537 | $56.10 |
| Q3 2025 | -20,537 | Sold Out | 0 | $0.00 |
| Q4 2025 | +20,000 | New Buy | 20,000 | $47.65 |
Jefferies Group's Equitable Holdings Investment FAQs
Jefferies Group first purchased Equitable Holdings, Inc. (EQH) in Q4 2022, acquiring 148,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Equitable Holdings, Inc. (EQH) for 9 quarters since Q4 2022.
Jefferies Group's largest addition to Equitable Holdings, Inc. (EQH) was in Q4 2022, adding 148,500 shares worth $4.26 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 20,000 shares of Equitable Holdings, Inc. (EQH), valued at approximately $953,000.
As of the Q4 2025 filing, Equitable Holdings, Inc. (EQH) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Equitable Holdings, Inc. (EQH) was 148,500 shares, as reported at the end of Q4 2022.