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Bartlett & Co’s Equifax EFX Stock Holding History

Bartlett & 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
2023
Q1 		– Sell
-30
Closed -$6K – 1051
2022
Q4 		$6K Hold
30
– – ﹤0.01% 886
2022
Q3 		$5K Sell
30
-158
-84% -$31K ﹤0.01% 913
2022
Q2 		$34K Buy
188
+158
+527% +$31.6K ﹤0.01% 642
2022
Q1 		$7K Buy
+30
New +$7.07K ﹤0.01% 873
2021
Q3 		– Sell
-5
Closed -$1K – 964
2021
Q2 		$1K Hold
5
– – ﹤0.01% 911
2021
Q1 		$1K Hold
5
– – ﹤0.01% 936
2020
Q4 		$1K Buy
+5
New +$841 ﹤0.01% 996
2013
Q4 		– Sell
-41
Closed -$2K – 715
2013
Q3 		$2K Buy
+41
New +$2.52K ﹤0.01% 728

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bartlett & Co's EFX Position: Q1 2023 in Review

Bartlett & Co sold out of Equifax (EFX) in Q1 2023, closing a stake of 30 shares — an estimated $6K sold.

Bartlett & Co first reported a position in EFX in Q3 2013 and held it in 8 quarters. The position peaked at $34K in Q2 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Bartlett & Co reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co sold 30 Equifax shares in Q1 2023, an estimated $6K.
  • Bartlett & Co first reported a position in Equifax in Q3 2013 and held it in 8 quarters.
  • Bartlett & Co's Equifax position peaked at $34K in Q2 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.