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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's EFX Position: Q3 2024 in Review

Atlas Capital Advisors sold out of Equifax (EFX) in Q3 2024, closing a stake of 125 shares — an estimated $30.3K sold.

Atlas Capital Advisors first reported a position in EFX in Q3 2019 and held it in 15 quarters. The position peaked at $199K in Q3 2019. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

Atlas Capital Advisors reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
Atlas Capital Advisors sold 125 Equifax shares in Q3 2024, an estimated $30.3K.
Atlas Capital Advisors first reported a position in Equifax in Q3 2019 and held it in 15 quarters.
Atlas Capital Advisors's Equifax position peaked at $199K in Q3 2019.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.