Bank Julius Baer & Co
EFX icon

Bank Julius Baer & Co’s Equifax EFX Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-332
Closed -$57K – 583
2022
Q3 		$57K Buy
+332
New +$65K ﹤0.01% 497
2021
Q3 		– Sell
-1,002
Closed -$240K – 820
2021
Q2 		$240K Buy
+1,002
New +$224K ﹤0.01% 544
2020
Q3 		– Sell
-5
Closed -$1K – 748
2020
Q2 		$1K Buy
+5
New +$741 ﹤0.01% 665

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GIM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank Julius Baer & Co's EFX Position: Q4 2022 in Review

Bank Julius Baer & Co sold out of Equifax (EFX) in Q4 2022, closing a stake of 332 shares — an estimated $57K sold.

Bank Julius Baer & Co first reported a position in EFX in Q2 2020 and held it in 3 quarters. The position peaked at $240K in Q2 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Bank Julius Baer & Co reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 332 Equifax shares in Q4 2022, an estimated $57K.
  • Bank Julius Baer & Co first reported a position in Equifax in Q2 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Equifax position peaked at $240K in Q2 2021.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Bank Julius Baer & Co's 13F filing for Q4 2022, filed 24 Jan 2023.