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Altshuler Shaham’s Equifax EFX Stock Holding History

Altshuler Shaham’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
-25
Closed -$7K – 565
2021
Q4 		$7K Sell
25
-4
-14% -$1.11K ﹤0.01% 520
2021
Q3 		$7K Sell
29
-2
-6% -$520 ﹤0.01% 484
2021
Q2 		$7K Buy
+31
New +$6.93K ﹤0.01% 551
2019
Q4 		– Sell
-45
Closed -$6K – 531
2019
Q3 		$6K Buy
+45
New +$6.34K ﹤0.01% 349

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

Altshuler Shaham's EFX Position: Q1 2022 in Review

Altshuler Shaham sold out of Equifax (EFX) in Q1 2022, closing a stake of 25 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in EFX in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Altshuler Shaham reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Altshuler Shaham sold 25 Equifax shares in Q1 2022, an estimated $7K.
  • Altshuler Shaham first reported a position in Equifax in Q3 2019 and held it in 4 quarters.
  • Altshuler Shaham's Equifax position peaked at $7K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Altshuler Shaham's 13F filing for Q1 2022, filed 16 May 2022.