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Advanced Portfolio Management’s Equifax EFX Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-2,282
Closed -$418K – 79
2023
Q3 		$418K Buy
+2,282
New +$466K 0.35% 42

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Advanced Portfolio Management's EFX Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Equifax (EFX) in Q4 2023, closing a stake of 2,282 shares — an estimated $418K sold.

Advanced Portfolio Management first reported a position in EFX in Q3 2023 and held it in 1 quarter. The position peaked at $418K in Q3 2023. 727 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Advanced Portfolio Management reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 2,282 Equifax shares in Q4 2023, an estimated $418K.
  • Advanced Portfolio Management first reported a position in Equifax in Q3 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's Equifax position peaked at $418K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.