Wellington Mgmt Amends Equitable Holdings Stake

TL;DR

**Wellington Management Group updated its stake in Equitable Holdings, Inc. as of December 29, 2023.**

AI Summary

Wellington Management Group LLP filed an amended SC 13G/A on February 8, 2024, indicating a change in their beneficial ownership of Equitable Holdings, Inc. (formerly AXA Equitable Holdings, Inc.) common stock as of December 29, 2023. This filing, an amendment to a previous Schedule 13G, signals that Wellington Management Group LLP continues to hold a significant, though potentially altered, stake in Equitable Holdings, Inc. Investors should note this as it reflects a major institutional investor's ongoing position in the company, which can influence market perception and stock stability.

Why It Matters

This filing shows a major institutional investor's updated position in Equitable Holdings, Inc., which can signal confidence or a shift in strategy, potentially influencing other investors.

Risk Assessment

Risk Level: low — This is a routine amendment by an institutional investor, not indicating any immediate negative or positive event for the company.

Analyst Insight

Investors should note that a major institutional investor, Wellington Management Group LLP, has updated its position in Equitable Holdings, Inc. While this filing doesn't disclose the exact change in ownership percentage or share count, it confirms their continued involvement. Smart investors might look for the full details of the ownership change in the complete filing to assess the implications for the stock's stability and future performance.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person filing the SC 13G/A
• Equitable Holdings, Inc. (company) — the subject company whose securities are being reported
• AXA Equitable Holdings, Inc. (company) — former name of the subject company
• December 29, 2023 (date) — date of the event requiring the filing
• February 8, 2024 (date) — date the SC 13G/A was filed

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 31KB
• 0000902219-24-000071.txt ( ) — 33KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 ) * AXA Equitable Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 29452E101 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 29452E101 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 10,747,069 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 11,240,981 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 11,240,981 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.32% 12. TYPE OF REPORTING PERSON HC CUSIP No. 29452E101 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 10,747,069 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 11,240,981 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 11,240,981 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.32% 12. TYPE OF REPORTING PERSON HC CUSIP No. 29452E101 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 10,747,069 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 11,240,981 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 11,240,981 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.32% 12. TYPE OF REPORTING PERSON HC Item 1. (a) Name of Issuer AXA Equitable Holdings, Inc. (b) Address of Issuer's Principal Executive Offices 1290 Avenue Of The Americas New York, NY 10104 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number 29452E101 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [ ] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [X] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Grou

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