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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's EFX Position: Q2 2023 in Review

BerganKDV Wealth Management held its Equifax (EFX) position steady in Q2 2023 at 15 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

BerganKDV Wealth Management first reported a position in EFX in Q2 2018 and has held it in 21 quarters since. The position peaked at $5K in Q4 2021. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

BerganKDV Wealth Management held 15 shares of Equifax worth $3.53K as of Q2 2023.
BerganKDV Wealth Management left its Equifax share count unchanged in Q2 2023.
Equifax made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #639 holding.
BerganKDV Wealth Management first reported a position in Equifax in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Equifax position peaked at $5K in Q4 2021.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.