Bollard Group’s Equifax EFX Stock Holding History

Bollard Group’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 Q3	–	Sell	-10	Closed	-$2K	–	467
2023 Q2	$2K	Buy	+10	New	+$2.1K	﹤0.01%	520

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bollard Group's EFX Position: Q3 2023 in Review

Bollard Group sold out of Equifax (EFX) in Q3 2023, closing a stake of 10 shares — an estimated $2K sold.

Bollard Group first reported a position in EFX in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Bollard Group reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 10 Equifax shares in Q3 2023, an estimated $2K.
Bollard Group first reported a position in Equifax in Q2 2023 and held it in 1 quarter.
Bollard Group's Equifax position peaked at $2K in Q2 2023.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.