Atlas Capital Advisors’s Equifax EFX Stock Holding History

Atlas Capital 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
2024 Q3	–	Sell	-125	Closed	-$30.3K	–	923
2024 Q2	$30.3K	Hold	125	–	–	﹤0.01%	648
2024 Q1	$33.4K	Hold	125	–	–	0.01%	617
2023 Q4	$30.9K	Hold	125	–	–	﹤0.01%	645
2023 Q3	$22.9K	Sell	125 -9	-7%	-$1.84K	﹤0.01%	625
2023 Q2	$31.5K	Hold	134	–	–	﹤0.01%	627
2023 Q1	$27.2K	Hold	134	–	–	﹤0.01%	640
2022 Q4	$26K	Hold	134	–	–	﹤0.01%	634
2022 Q3	$23K	Hold	134	–	–	﹤0.01%	641
2022 Q2	$24.5K	Buy	134 +125	+1,389%	+$25K	﹤0.01%	652
2022 Q1	$2.13K	Hold	9	–	–	﹤0.01%	841
2021 Q4	$2.63K	Hold	9	–	–	﹤0.01%	833
2021 Q3	$2.28K	Hold	9	–	–	﹤0.01%	854
2021 Q2	$2.15K	Buy	+9	New	+$2.01K	﹤0.01%	873
2020 Q1	–	Sell	-1,193	Closed	-$167K	–	679
2019 Q4	$167K	Sell	1,193 -220	-16%	-$30.5K	0.04%	337
2019 Q3	$199K	Buy	+1,413	New	+$199K	0.06%	319

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return