ACM
EFX icon

Allred Capital Management’s Equifax EFX Stock Holding History

Allred Capital 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
Q1 		– Sell
-750
Closed -$219K – 172
2021
Q4 		$219K Buy
+750
New +$209K 0.11% 170
2021
Q3 		– Sell
-850
Closed -$203K – 181
2021
Q2 		$203K Hold
850
– – 0.1% 176
2021
Q1 		$154K Buy
+850
New +$150K 0.07% 206
2020
Q1 		– Sell
-950
Closed -$133K – 296
2019
Q4 		$133K Buy
+950
New +$132K 0.07% 183

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allred Capital Management's EFX Position: Q1 2022 in Review

Allred Capital Management sold out of Equifax (EFX) in Q1 2022, closing a stake of 750 shares — an estimated $219K sold.

Allred Capital Management first reported a position in EFX in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Allred Capital Management reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Allred Capital Management sold 750 Equifax shares in Q1 2022, an estimated $219K.
  • Allred Capital Management first reported a position in Equifax in Q4 2019 and held it in 4 quarters.
  • Allred Capital Management's Equifax position peaked at $219K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Allred Capital Management's 13F filing for Q1 2022, filed 5 May 2022.