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ALPS Advisors’s Equifax EFX Stock Holding History

ALPS Advisors’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 		– Sell
-1,498
Closed -$274K – 1098
2022
Q2 		$274K Sell
1,498
-694
-32% -$139K ﹤0.01% 888
2022
Q1 		$520K Buy
2,192
+852
+64% +$201K 0.01% 426
2021
Q4 		$392K Buy
1,340
+13
+1% +$3.62K ﹤0.01% 685
2021
Q3 		$336K Sell
1,327
-638
-32% -$166K ﹤0.01% 817
2021
Q2 		$471K Hold
1,965
– – ﹤0.01% 525
2021
Q1 		$356K Buy
+1,965
New +$347K ﹤0.01% 559
2017
Q3 		– Sell
-4,537
Closed -$623K – 808
2017
Q2 		$623K Buy
4,537
+959
+27% +$132K ﹤0.01% 334
2017
Q1 		$489K Buy
+3,578
New +$455K ﹤0.01% 476

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ALPS Advisors's EFX Position: Q3 2022 in Review

ALPS Advisors sold out of Equifax (EFX) in Q3 2022, closing a stake of 1,498 shares — an estimated $274K sold.

ALPS Advisors first reported a position in EFX in Q1 2017 and held it in 8 quarters. The position peaked at $623K in Q2 2017. 627 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • ALPS Advisors reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • ALPS Advisors sold 1,498 Equifax shares in Q3 2022, an estimated $274K.
  • ALPS Advisors first reported a position in Equifax in Q1 2017 and held it in 8 quarters.
  • ALPS Advisors's Equifax position peaked at $623K in Q2 2017.
  • 627 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on ALPS Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.