Achmea Investment Management’s Equifax EFX Stock Holding History

Achmea Investment Management’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
2023 Q3	–	Sell	-294	Closed	-$69K	–	538
2023 Q2	$69K	Hold	294	–	–	﹤0.01%	552
2023 Q1	$60K	Hold	294	–	–	﹤0.01%	522
2022 Q4	$54K	Sell	294 -2,419	-89%	-$442K	﹤0.01%	563
2022 Q3	$465K	Sell	2,713 -6,462	-70%	-$1.27M	0.02%	497
2022 Q2	$1.68M	Sell	9,175 -2,333	-20%	-$467K	0.05%	312
2022 Q1	$2.73M	Hold	11,508	–	–	0.07%	279
2021 Q4	$3.37M	Sell	11,508 -530	-4%	-$148K	0.16%	133
2021 Q3	$3.05M	Buy	12,038 +294	+3%	+$76.4K	0.09%	260
2021 Q2	$2.81M	Hold	11,744	–	–	0.1%	262
2021 Q1	$2.13M	Buy	+11,744	New	+$2.07M	0.07%	313
2019 Q4	–	Sell	-10,988	Closed	-$1.55M	–	530
2019 Q3	$1.55M	Hold	10,988	–	–	0.06%	296
2019 Q2	$1.49M	Hold	10,988	–	–	0.06%	318
2019 Q1	$1.3M	Hold	10,988	–	–	0.05%	299
2018 Q4	$1.02M	Buy	10,988 +6,154	+127%	+$655K	0.05%	323
2018 Q3	$631K	Hold	4,834	–	–	0.02%	411
2018 Q2	$604K	Hold	4,834	–	–	0.02%	430
2018 Q1	$569K	Hold	4,834	–	–	0.02%	439
2017 Q4	$570K	Buy	4,834 +2,882	+148%	+$324K	0.02%	439
2017 Q3	$206K	Hold	1,952	–	–	0.01%	485
2017 Q2	$268K	Sell	1,952 -927	-32%	-$127K	0.02%	471
2017 Q1	$638K	Buy	+2,879	New	+$366K	0.03%	415

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Achmea Investment Management's EFX Position: Q3 2023 in Review

Achmea Investment Management sold out of Equifax (EFX) in Q3 2023, closing a stake of 294 shares — an estimated $69K sold.

Achmea Investment Management first reported a position in EFX in Q1 2017 and held it in 21 quarters. The position peaked at $3.37M in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Achmea Investment Management reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 294 Equifax shares in Q3 2023, an estimated $69K.
Achmea Investment Management first reported a position in Equifax in Q1 2017 and held it in 21 quarters.
Achmea Investment Management's Equifax position peaked at $3.37M in Q4 2021.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.