SEC 13F Intelligence

American Trust Investment Advisors, LLC / EQH

American Trust Investment Advisors, LLC’s Equitable Hldgs Inc Position

Does American Trust Investment Advisors, LLC own Equitable Hldgs Inc (EQH)? Not currently — the last reported position was 97.1K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
97.1K
% of Portfolio
+1.48%
Quarters Held
5
position exited

Position History EQH

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202397.1K$2M+1.48%
Q4 202293.5K$3M+1.70%
Q3 202291.7K$2M+1.55%
Q2 202288.8K$2M+1.45%
Q1 202284.0K$3M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of EQH.