AGF Investments Inc’s Equifax EFX Stock Holding History

AGF Investments Inc’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 Q3	$2.61M	Sell	15,201 -5,254	-26%	-$1.03M	0.02%	255
2022 Q2	$3.74M	Buy	20,455 +345	+2%	+$69K	0.03%	233
2022 Q1	$4.77M	Sell	20,110 -1,122	-5%	-$264K	0.04%	243
2021 Q4	$6.22M	Sell	21,232 -4,831	-19%	-$1.34M	0.04%	230
2021 Q3	$6.61M	Sell	26,063 -5,961	-19%	-$1.55M	0.05%	215
2021 Q2	$7.67M	Buy	32,024 +3,206	+11%	+$717K	0.06%	204
2021 Q1	$5.22M	Buy	28,818 +1,233	+4%	+$218K	0.04%	243
2020 Q4	$5.32M	Hold	27,585	–	–	0.05%	234
2020 Q3	$4.33M	Hold	27,585	–	–	0.04%	238
2020 Q2	$4.74M	Buy	27,585 +750	+3%	+$111K	0.05%	218
2020 Q1	$3.21M	Buy	26,835 +835	+3%	+$121K	0.04%	225
2019 Q4	$3.64M	Buy	+26,000	New	+$3.6M	0.04%	208
2017 Q1	–	Sell	-236,211	Closed	-$27.9M	–	508
2016 Q4	$27.9M	Sell	236,211 -12,680	-5%	-$1.55M	0.32%	96
2016 Q3	$33.5M	Buy	+248,891	New	+$33M	0.37%	91

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

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

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

GIM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Investments Inc's EFX Position: Q3 2022 in Review

AGF Investments Inc reduced its Equifax (EFX) stake by 26% in Q3 2022, selling an estimated $1.03M and leaving 15,201 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #255.

AGF Investments Inc first reported a position in EFX in Q3 2016 and has held it in 14 quarters since. The position peaked at $33.5M in Q3 2016. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

AGF Investments Inc held 15,201 shares of Equifax worth $2.61M as of Q3 2022.
AGF Investments Inc sold 5,254 Equifax shares in Q3 2022, an estimated $1.03M.
Equifax made up 0.02% of AGF Investments Inc's portfolio in Q3 2022, its #255 holding.
AGF Investments Inc first reported a position in Equifax in Q3 2016 and has held it in 14 quarters since.
AGF Investments Inc's Equifax position peaked at $33.5M in Q3 2016.
625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.