Empfehlung
16,2
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
72.1
74 neu, 87 erhöht, 6,2M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | EQUITABLE TRUST CO |
|---|---|
| Ticker | |
| CIK | 0000033250 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 16:20:07.027557 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 29,116 | 28,968 | 148 | 55,497,124 | Aufgestockt | +0,5% | |
| Cardinal Capital Management, Inc. | 566,826 | 594,708 | -27,882 | 42,714,107 | Reduziert | -4,7% | |
| Hemenway Trust Co LLC | 618,029 | 619,392 | -1,363 | 33,951,114 | Reduziert | -0,2% | |
| RHUMBLINE ADVISERS | 532,703 | 408,517 | 124,186 | 25,148,925 | Aufgestockt | +30,4% | |
| PENN DAVIS MCFARLAND INC | 344,620 | 169,880 | 174,740 | 23,410,037 | Aufgestockt | +102,9% | |
| ACADEMY CAPITAL MANAGEMENT | 114,977 | 115,597 | -620 | 17,339,681 | Reduziert | -0,5% | |
| Douglass Winthrop Advisors, LLC | 268,307 | 269,761 | -1,454 | 17,305,130 | Reduziert | -0,5% | |
| GLYNN CAPITAL MANAGEMENT LLC | 893,828 | 1,057,481 | -163,653 | 14,274,433 | Reduziert | -15,5% | |
| Boston Common Asset Management, LLC | 380,425 | 424,105 | -43,680 | 14,177,819 | Reduziert | -10,3% | |
| SOMERVILLE KURT F | 256,756 | 257,343 | -587 | 14,104,762 | Reduziert | -0,2% | |
| Ramirez Asset Management, Inc. | 196,938 | 188,398 | 8,540 | 13,482,023 | Aufgestockt | +4,5% | |
| Broderick Brian C | 239,623 | 239,633 | -10 | 13,163,569 | Reduziert | 0,0% | |
| FIRST MANHATTAN CO. LLC. | 75,411 | 75,562 | -151 | 11,372,733 | Reduziert | -0,2% | |
| PUZO MICHAEL J | 173,145 | 172,670 | 475 | 9,511,633 | Aufgestockt | +0,3% | |
| Altrius Capital Management Inc | 93,878 | 88,967 | 4,911 | 8,719,455 | Aufgestockt | +5,5% | |
| Arrow Capital Pty Ltd | 49,507 | 0 | 49,507 | 8,359,287 | Neu | +100,0% | |
| Kidder Stephen W | 140,951 | 140,781 | 170 | 7,743,071 | Aufgestockt | +0,1% | |
| Sustainable Growth Advisers, LP | 300,046 | 535,176 | -235,130 | 6,900,267 | Reduziert | -43,9% | |
| FIRST MERCHANTS CORP | 67,568 | 65,230 | 2,338 | 6,230,865 | Aufgestockt | +3,6% | |
| Delaney Dennis R | 95,730 | 95,465 | 265 | 5,258,879 | Aufgestockt | +0,3% | |
| Heritage Wealth Advisors | 2,777 | 2,777 | 0 | 5,110,287 | Unverändert | 0,0% | |
| Dempze Nancy E | 89,855 | 88,815 | 1,040 | 4,936,140 | Aufgestockt | +1,2% | |
| Notis-McConarty Edward | 82,729 | 80,399 | 2,330 | 4,544,676 | Aufgestockt | +2,9% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 58,694 | 55,409 | 3,285 | 4,180,403 | Aufgestockt | +5,9% | |
| Elefante Mark B | 74,502 | 71,777 | 2,725 | 4,092,731 | Aufgestockt | +3,8% | |
| GAMMA Investing LLC | 74,223 | 69,837 | 4,386 | 3,998,792 | Aufgestockt | +6,3% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 91,834 | 93,263 | -1,429 | 3,778,579 | Reduziert | -1,5% | |
| Uniplan Investment Counsel, Inc. | 18,433 | 7,394 | 11,039 | 2,779,882 | Aufgestockt | +149,3% | |
| HighPoint Advisor Group LLC | 14,162 | 8,602 | 5,560 | 2,306,365 | Aufgestockt | +64,6% | |
| O'Brien Greene & Co. Inc | 946 | 0 | 946 | 2,270,157 | Neu | +100,0% | |
| Runnymede Capital Advisors, Inc. | 25,865 | 0 | 25,865 | 2,078,108 | Neu | +100,0% | |
| Trivant Custom Portfolio Group, LLC | 25,865 | 25,563 | 302 | 2,078,108 | Aufgestockt | +1,2% | |
| DF DENT & CO INC | 13,340 | 9,497 | 3,843 | 2,011,805 | Aufgestockt | +40,5% | |
| KAHN BROTHERS GROUP INC | 1,018 | 1,018 | 0 | 1,942,925 | Unverändert | 0,0% | |
| EVERETT HARRIS & CO /CA/ | 52,430 | 52,430 | 0 | 1,931,970 | Unverändert | 0,0% | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,080 | 10,024 | 56 | 1,811,450 | Aufgestockt | +0,6% | |
| MITCHELL CAPITAL MANAGEMENT CO | 10,365 | 0 | 10,365 | 1,563,146 | Neu | +100,0% | |
| Diversified Trust Co | 12,648 | 8,475 | 4,173 | 1,495,894 | Aufgestockt | +49,2% | |
| Ativo Capital Management LLC | 45,750 | 48,800 | -3,050 | 1,452,562 | Reduziert | -6,3% | |
| NORTH STAR ASSET MANAGEMENT INC | 17,390 | 15,950 | 1,440 | 1,342,337 | Aufgestockt | +9,0% | |
| RNC CAPITAL MANAGEMENT LLC | 22,061 | 21,279 | 782 | 1,211,200 | Aufgestockt | +3,7% | |
| LOUNTZIS ASSET MANAGEMENT, LLC | 529 | 555 | -26 | 1,150,953 | Reduziert | -4,7% | |
| RiverFront Investment Group, LLC | 1,141,842 | 0 | 1,141,842 | 1,141,842 | Neu | +100,0% | |
| Ancora Advisors LLC | 4,058 | 966 | 3,092 | 1,114,783 | Aufgestockt | +320,1% | |
| WEIK CAPITAL MANAGEMENT | 7,340 | 7,340 | 0 | 1,106,945 | Unverändert | 0,0% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 9,676 | 0 | 9,676 | 1,040,291 | Neu | +100,0% | |
| Corient IA LLC | 10,000 | 0 | 10,000 | 1,034,070 | Neu | +100,0% | |
| Canopy Partners, LLC | 12,203 | 10,670 | 1,533 | 961,495 | Aufgestockt | +14,4% | |
| Minot DeBlois Advisors LLC | 5,781 | 5,791 | -10 | 871,833 | Reduziert | -0,2% | |
| Myriad Asset Management US LP | 15,353 | 25,191 | -9,838 | 860,075 | Reduziert | -39,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 29,116 | 55,497,124 | 13.52 |
| Cardinal Capital Management, Inc. | 566,826 | 42,714,107 | 10.41 |
| Hemenway Trust Co LLC | 618,029 | 33,951,114 | 8.27 |
| RHUMBLINE ADVISERS | 532,703 | 25,148,925 | 6.13 |
| PENN DAVIS MCFARLAND INC | 344,620 | 23,410,037 | 5.70 |
| ACADEMY CAPITAL MANAGEMENT | 114,977 | 17,339,681 | 4.22 |
| Douglass Winthrop Advisors, LLC | 268,307 | 17,305,130 | 4.22 |
| GLYNN CAPITAL MANAGEMENT LLC | 893,828 | 14,274,433 | 3.48 |
| Boston Common Asset Management, LLC | 380,425 | 14,177,819 | 3.45 |
| SOMERVILLE KURT F | 256,756 | 14,104,762 | 3.44 |
| Ramirez Asset Management, Inc. | 196,938 | 13,482,023 | 3.28 |
| Broderick Brian C | 239,623 | 13,163,569 | 3.21 |
| FIRST MANHATTAN CO. LLC. | 75,411 | 11,372,733 | 2.77 |
| PUZO MICHAEL J | 173,145 | 9,511,633 | 2.32 |
| Altrius Capital Management Inc | 93,878 | 8,719,455 | 2.12 |
| Kidder Stephen W | 140,951 | 7,743,071 | 1.89 |
| Sustainable Growth Advisers, LP | 300,046 | 6,900,267 | 1.68 |
| FIRST MERCHANTS CORP | 67,568 | 6,230,865 | 1.52 |
| Delaney Dennis R | 95,730 | 5,258,879 | 1.28 |
| Heritage Wealth Advisors | 2,777 | 5,110,287 | 1.24 |