BerganKDV Wealth Management’s Equifax EFX Stock Holding History

BerganKDV 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 Q2	$3.53K	Hold	15	–	–	﹤0.01%	639
2023 Q1	$3.04K	Hold	15	–	–	﹤0.01%	768
2022 Q4	$2.92K	Hold	15	–	–	﹤0.01%	756
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	751
2022 Q2	$3K	Sell	15 -1	-6%	-$200	﹤0.01%	764
2022 Q1	$4K	Hold	16	–	–	﹤0.01%	749
2021 Q4	$5K	Hold	16	–	–	﹤0.01%	773
2021 Q3	$4K	Hold	16	–	–	﹤0.01%	772
2021 Q2	$4K	Buy	16 +1	+7%	+$223	﹤0.01%	724
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	727
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	725
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	693
2020 Q2	$3K	Sell	15 -16	-52%	-$2.37K	﹤0.01%	695
2020 Q1	$4K	Hold	31	–	–	﹤0.01%	607
2019 Q4	$4K	Buy	31 +7	+29%	+$970	﹤0.01%	656
2019 Q3	$3K	Hold	24	–	–	﹤0.01%	603
2019 Q2	$3K	Hold	24	–	–	﹤0.01%	631
2019 Q1	$3K	Hold	24	–	–	﹤0.01%	632
2018 Q4	$2K	Buy	24 +9	+60%	+$958	﹤0.01%	609
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	580
2018 Q2	$2K	Buy	+15	New	+$1.78K	﹤0.01%	601

Other funds holding EFX

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

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

T. Rowe Price Investment Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return