Aevitas Wealth Management’s Equifax EFX Stock Holding History

Aevitas Wealth 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
2022 Q4	$782K	Buy	4,023 +127	+3%	+$23.2K	0.46%	52
2022 Q3	$668K	Sell	3,896 -27	-0.7%	-$5.29K	0.5%	55
2022 Q2	$717K	Buy	3,923 +4	+0.1%	+$801	0.49%	57
2022 Q1	$929K	Buy	3,919 +172	+5%	+$40.5K	0.57%	49
2021 Q4	$1.1M	Buy	3,747 +62	+2%	+$17.3K	0.65%	43
2021 Q3	$934K	Buy	3,685 +478	+15%	+$124K	0.6%	49
2021 Q2	$768K	Buy	3,207 +3	+0.1%	+$670	0.49%	58
2021 Q1	$580K	Buy	3,204 +574	+22%	+$101K	0.4%	63
2020 Q4	$507K	Buy	+2,630	New	+$442K	0.37%	66

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Aevitas Wealth Management's EFX Position: Q4 2022 in Review

Aevitas Wealth Management increased its Equifax (EFX) stake by 3.3% in Q4 2022, buying an estimated $23.2K and bringing the position to 4,023 shares worth $782K. The position accounts for 0.46% of the portfolio, ranked #52.

Aevitas Wealth Management first reported a position in EFX in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2021. 636 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Aevitas Wealth Management held 4,023 shares of Equifax worth $782K as of Q4 2022.
Aevitas Wealth Management bought 127 Equifax shares in Q4 2022, an estimated $23.2K.
Equifax made up 0.46% of Aevitas Wealth Management's portfolio in Q4 2022, its #52 holding.
Aevitas Wealth Management first reported a position in Equifax in Q4 2020 and has held it in 9 quarters since.
Aevitas Wealth Management's Equifax position peaked at $1.1M in Q4 2021.
636 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.