Brown Shipley & Co’s Equifax EFX Stock Holding History

Brown Shipley & Co’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	–	Sell	-245	Closed	-$49.7K	–	131
2023 Q1	$49.7K	Buy	+245	New	+$51K	0.03%	74

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

Brown Shipley & Co's EFX Position: Q2 2023 in Review

Brown Shipley & Co sold out of Equifax (EFX) in Q2 2023, closing a stake of 245 shares — an estimated $49.7K sold.

Brown Shipley & Co first reported a position in EFX in Q1 2023 and held it in 1 quarter. The position peaked at $49.7K in Q1 2023. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

Brown Shipley & Co reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
Brown Shipley & Co sold 245 Equifax shares in Q2 2023, an estimated $49.7K.
Brown Shipley & Co first reported a position in Equifax in Q1 2023 and held it in 1 quarter.
Brown Shipley & Co's Equifax position peaked at $49.7K in Q1 2023.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Brown Shipley & Co's 13F filing for Q2 2023, filed 14 Aug 2023.