Baystate Wealth Management’s Equifax EFX Stock Holding History

Baystate Wealth Management’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 Q4	$3.03K	Buy	+12	New	+$2.43K	﹤0.01%	992

Other funds holding EFX

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Baystate Wealth Management's EFX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Equifax (EFX) in Q4 2023: 12 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Baystate Wealth Management held 12 shares of Equifax worth $3.03K as of Q4 2023.
Equifax was a new Baystate Wealth Management position in Q4 2023.
Equifax made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #992 holding.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.