Advisor Partners’s Equifax EFX Stock Holding History

Advisor Partners’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 Q2	$852K	Buy	4,663 +359	+8%	+$71.8K	0.06%	329
2022 Q1	$1.02M	Buy	4,304 +348	+9%	+$82K	0.06%	297
2021 Q4	$1.16M	Buy	3,956 +620	+19%	+$173K	0.07%	270
2021 Q3	$846K	Buy	3,336 +6	+0.2%	+$1.56K	0.06%	322
2021 Q2	$798K	Buy	3,330 +90	+3%	+$20.1K	0.05%	356
2021 Q1	$587K	Sell	3,240 -43	-1%	-$7.6K	0.04%	433
2020 Q4	$633K	Buy	3,283 +170	+5%	+$28.6K	0.05%	373
2020 Q3	$488K	Sell	3,113 -149	-5%	-$24.4K	0.04%	397
2020 Q2	$561K	Sell	3,262 -474	-13%	-$70.2K	0.05%	341
2020 Q1	$446K	Buy	3,736 +1,603	+75%	+$233K	0.05%	326
2019 Q4	$320K	Buy	2,133 +313	+17%	+$43.4K	0.03%	476
2019 Q3	$256K	Buy	1,820 +165	+10%	+$23.3K	0.03%	531
2019 Q2	$224K	Buy	+1,655	New	+$207K	0.03%	569
2018 Q4	–	Sell	-2,123	Closed	-$277K	–	626
2018 Q3	$277K	Buy	2,123 +167	+9%	+$21.8K	0.04%	483
2018 Q2	$245K	Buy	1,956 +93	+5%	+$11K	0.04%	477
2018 Q1	$219K	Sell	1,863 -100	-5%	-$12K	0.04%	501
2017 Q4	$244K	Buy	+1,963	New	+$221K	0.04%	468
2017 Q3	–	Sell	-2,020	Closed	-$278K	–	489
2017 Q2	$278K	Buy	2,020 +254	+14%	+$34.9K	0.07%	358
2017 Q1	$241K	Buy	+1,766	New	+$225K	0.06%	371
2016 Q4	–	Sell	-1,647	Closed	-$222K	–	439
2016 Q3	$222K	Sell	1,647 -48	-3%	-$6.36K	0.07%	333
2016 Q2	$218K	Buy	+1,695	New	+$205K	0.08%	329

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Partners's EFX Position: Q2 2022 in Review

Advisor Partners increased its Equifax (EFX) stake by 8.3% in Q2 2022, buying an estimated $71.8K and bringing the position to 4,663 shares worth $852K. The position accounts for 0.06% of the portfolio, ranked #329.

Advisor Partners first reported a position in EFX in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Advisor Partners held 4,663 shares of Equifax worth $852K as of Q2 2022.
Advisor Partners bought 359 Equifax shares in Q2 2022, an estimated $71.8K.
Equifax made up 0.06% of Advisor Partners's portfolio in Q2 2022, its #329 holding.
Advisor Partners first reported a position in Equifax in Q2 2016 and has held it in 21 quarters since.
Advisor Partners's Equifax position peaked at $1.16M in Q4 2021.
633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.