Eq/Growth Strategy
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$27.05avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Eq/Growth Strategy in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($605K).
- Company
- Eq/Growth Strategy
- CUSIP
- 00248C162
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,035 shares sold, net −1,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.07% | Reduce -4.4% | 22,370 | $605K |
"% of holder's portfolio" is EQ/GROWTH STRATEGY's weight in each manager's 13F, not the share of Eq/Growth Strategy the manager owns.