Aldebaran Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,550
| Closed | -$1.86M | – | 76 |
|
|
2022
Q4 | $1.86M | Hold |
9,550
| – | – | 1.99% | 14 |
|
|
2022
Q3 | $1.65M | Hold |
9,550
| – | – | 1.81% | 14 |
|
|
2022
Q2 | $1.75M | Hold |
9,550
| – | – | 1.86% | 14 |
|
|
2022
Q1 | $2.26M | Hold |
9,550
| – | – | 1.76% | 16 |
|
|
2021
Q4 | $2.8M | Hold |
9,550
| – | – | 2.06% | 13 |
|
|
2021
Q3 | $2.42M | Hold |
9,550
| – | – | 1.96% | 13 |
|
|
2021
Q2 | $2.31M | Hold |
9,550
| – | – | 1.9% | 13 |
|
|
2021
Q1 | $1.73M | Hold |
9,550
| – | – | 1.53% | 15 |
|
|
2020
Q4 | $1.84M | Hold |
9,550
| – | – | 1.71% | 14 |
|
|
2020
Q3 | $1.5M | Hold |
9,550
| – | – | 1.56% | 18 |
|
|
2020
Q2 | $1.64M | Hold |
9,550
| – | – | 1.93% | 14 |
|
|
2020
Q1 | $1.14M | Hold |
9,550
| – | – | 1.11% | 26 |
|
|
2019
Q4 | $1.34M | Hold |
9,550
| – | – | 1.02% | 37 |
|
|
2019
Q3 | $1.32M | Hold |
9,550
| – | – | 0.88% | 45 |
|
|
2019
Q2 | $1.29M | Hold |
9,550
| – | – | 0.89% | 42 |
|
|
2019
Q1 | $1.13M | Hold |
9,550
| – | – | 0.8% | 49 |
|
|
2018
Q4 | $889K | Sell |
9,550
-450
| -5% | -$47.9K | 0.68% | 56 |
|
|
2018
Q3 | $1.31M | Hold |
10,000
| – | – | 0.85% | 44 |
|
|
2018
Q2 | $1.25M | Hold |
10,000
| – | – | 0.86% | 44 |
|
|
2018
Q1 | $1.18M | Hold |
10,000
| – | – | 0.79% | 48 |
|
|
2017
Q4 | $1.18M | Hold |
10,000
| – | – | 0.78% | 47 |
|
|
2017
Q3 | $1.06M | Sell |
10,000
-3,500
| -26% | -$463K | 0.73% | 48 |
|
|
2017
Q2 | $1.85M | Hold |
13,500
| – | – | 1.35% | 25 |
|
|
2017
Q1 | $1.85M | Hold |
13,500
| – | – | 1.4% | 24 |
|
|
2016
Q4 | $1.6M | Hold |
13,500
| – | – | 1.26% | 28 |
|
|
2016
Q3 | $1.82M | Hold |
13,500
| – | – | 1.44% | 23 |
|
|
2016
Q2 | $1.78M | Hold |
13,500
| – | – | 1.43% | 26 |
|
|
2016
Q1 | $1.54M | Sell |
13,500
-161
| -1% | -$16.9K | 1.35% | 25 |
|
|
2015
Q4 | $1.5M | Hold |
13,661
| – | – | 1.38% | 25 |
|
|
2015
Q3 | $1.33M | Hold |
13,661
| – | – | 1.25% | 29 |
|
|
2015
Q2 | $1.33M | Hold |
13,661
| – | – | 1.12% | 34 |
|
|
2015
Q1 | $1.27M | Hold |
13,661
| – | – | 1.09% | 34 |
|
|
2014
Q4 | $1.1M | Hold |
13,661
| – | – | 0.97% | 38 |
|
|
2014
Q3 | $1.02M | Hold |
13,661
| – | – | 0.91% | 38 |
|
|
2014
Q2 | $991K | Hold |
13,661
| – | – | 0.78% | 44 |
|
|
2014
Q1 | $929K | Buy |
13,661
+161
| +1% | +$11.3K | 0.81% | 42 |
|
|
2013
Q4 | $933K | Buy |
+13,500
| New | +$878K | 0.89% | 38 |
|
Other funds holding EFX
GIM
Aldebaran Financial's EFX Position: Q1 2023 in Review
Aldebaran Financial sold out of Equifax (EFX) in Q1 2023, closing a stake of 9,550 shares — an estimated $1.86M sold.
Aldebaran Financial first reported a position in EFX in Q4 2013 and held it in 37 quarters. The position peaked at $2.8M in Q4 2021. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.
- Aldebaran Financial reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
- Aldebaran Financial sold 9,550 Equifax shares in Q1 2023, an estimated $1.86M.
- Aldebaran Financial first reported a position in Equifax in Q4 2013 and held it in 37 quarters.
- Aldebaran Financial's Equifax position peaked at $2.8M in Q4 2021.
- 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.
Based on Aldebaran Financial's 13F filing for Q1 2023, filed 24 Apr 2023.