Burleson & Co’s Equifax EFX Stock Holding History

Burleson & 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
2022 Q2	–	Sell	-4	Closed	-$1K	–	453
2022 Q1	$1K	Buy	+4	New	+$943	﹤0.01%	355

Other funds holding EFX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GIM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burleson & Co's EFX Position: Q2 2022 in Review

Burleson & Co sold out of Equifax (EFX) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Burleson & Co first reported a position in EFX in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Burleson & Co reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 4 Equifax shares in Q2 2022, an estimated $1K.
Burleson & Co first reported a position in Equifax in Q1 2022 and held it in 1 quarter.
Burleson & Co's Equifax position peaked at $1K in Q1 2022.
632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.