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Advisor Partners II’s Equifax EFX Stock Holding History

Advisor Partners II’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 		$815K Sell
4,450
-1,617
-27% -$330K 0.03% 551
2023
Q2 		$1.43M Sell
6,067
-154
-2% -$32.4K 0.07% 299
2023
Q1 		$1.26M Buy
6,221
+319
+5% +$66.4K 0.07% 293
2022
Q4 		$1.15M Buy
5,902
+1,320
+29% +$241K 0.07% 297
2022
Q3 		$785K Buy
+4,582
New +$898K 0.06% 332

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Partners II's EFX Position: Q3 2023 in Review

Advisor Partners II reduced its Equifax (EFX) stake by 27% in Q3 2023, selling an estimated $330K and leaving 4,450 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #551.

Advisor Partners II first reported a position in EFX in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Advisor Partners II held 4,450 shares of Equifax worth $815K as of Q3 2023.
  • Advisor Partners II sold 1,617 Equifax shares in Q3 2023, an estimated $330K.
  • Equifax made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #551 holding.
  • Advisor Partners II first reported a position in Equifax in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Equifax position peaked at $1.43M in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.