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Balentine LLC’s Equifax EFX Stock Holding History

Balentine LLC’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
Q2 		– Sell
-862
Closed -$204K – 655
2022
Q1 		$204K Buy
+862
New +$203K 0.01% 548
2020
Q3 		– Sell
-35
Closed -$6K – 357
2020
Q2 		$6K Sell
35
-86
-71% -$12.7K ﹤0.01% 673
2020
Q1 		$14K Buy
121
+109
+908% +$15.9K ﹤0.01% 316
2019
Q4 		$2K Hold
12
– – ﹤0.01% 525
2019
Q3 		$2K Buy
+12
New +$1.69K ﹤0.01% 635
2017
Q2 		– Sell
-3
Closed – – 613
2017
Q1 		$0 Hold
3
– – ﹤0.01% 583
2016
Q4 		$0 Buy
+3
New +$367 ﹤0.01% 507

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC's EFX Position: Q2 2022 in Review

Balentine LLC sold out of Equifax (EFX) in Q2 2022, closing a stake of 862 shares — an estimated $204K sold.

Balentine LLC first reported a position in EFX in Q4 2016 and held it in 7 quarters. The position peaked at $204K in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Balentine LLC reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Balentine LLC sold 862 Equifax shares in Q2 2022, an estimated $204K.
  • Balentine LLC first reported a position in Equifax in Q4 2016 and held it in 7 quarters.
  • Balentine LLC's Equifax position peaked at $204K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Balentine LLC's 13F filing for Q2 2022, filed 15 Aug 2022.