5L
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55I LLC’s Equifax EFX Stock Holding History

55I LLC’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$274K Buy
+1,595
New +$312K 0.01% 519

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

55I LLC's EFX Position: Q3 2022 in Review

55I LLC opened a new position in Equifax (EFX) in Q3 2022: 1,595 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • 55I LLC held 1,595 shares of Equifax worth $274K as of Q3 2022.
  • Equifax was a new 55I LLC position in Q3 2022.
  • Equifax made up 0.01% of 55I LLC's portfolio in Q3 2022, its #519 holding.
  • 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.