Bessemer Securities’s Equifax EFX Stock Holding History

Bessemer Securities’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	–	Sell	-3,104	Closed	-$569K	–	41
2023 Q3	$569K	Sell	3,104 -5,273	-63%	-$1.08M	0.79%	36
2023 Q2	$1.97M	Sell	8,377 -3,433	-29%	-$723K	1.31%	11
2023 Q1	$2.4M	Hold	11,810	–	–	1.12%	15
2022 Q4	$2.29M	Hold	11,810	–	–	1.03%	27
2022 Q3	$2.02M	Buy	11,810 +1,353	+13%	+$265K	0.73%	27
2022 Q2	$1.91M	Hold	10,457	–	–	0.67%	31
2022 Q1	$2.48M	Buy	10,457 +869	+9%	+$205K	0.72%	32
2021 Q4	$2.81M	Buy	9,588 +445	+5%	+$124K	0.76%	31
2021 Q3	$2.32M	Sell	9,143 -1,080	-11%	-$281K	0.79%	27
2021 Q2	$2.45M	Sell	10,223 -148	-1%	-$33.1K	0.96%	17
2021 Q1	$1.88M	Buy	+10,371	New	+$1.83M	0.8%	27

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

Bessemer Securities's EFX Position: Q4 2023 in Review

Bessemer Securities sold out of Equifax (EFX) in Q4 2023, closing a stake of 3,104 shares — an estimated $569K sold.

Bessemer Securities first reported a position in EFX in Q1 2021 and held it in 11 quarters. The position peaked at $2.81M in Q4 2021. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Bessemer Securities reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 3,104 Equifax shares in Q4 2023, an estimated $569K.
Bessemer Securities first reported a position in Equifax in Q1 2021 and held it in 11 quarters.
Bessemer Securities's Equifax position peaked at $2.81M in Q4 2021.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.