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Cambridge Trust’s Equifax EFX Stock Holding History

Cambridge Trust’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
2024
Q1 		$11K Sell
41
-9
-18% -$2.29K ﹤0.01% 574
2023
Q4 		$12.4K Hold
50
– – ﹤0.01% 558
2023
Q3 		$9.16K Hold
50
– – ﹤0.01% 589
2023
Q2 		$11.8K Hold
50
– – ﹤0.01% 585
2023
Q1 		$10.1K Sell
50
-14
-22% -$2.91K ﹤0.01% 626
2022
Q4 		$12K Hold
64
– – ﹤0.01% 612
2022
Q3 		$11K Sell
64
-184
-74% -$36K ﹤0.01% 633
2022
Q2 		$45K Sell
248
-134
-35% -$26.8K ﹤0.01% 492
2022
Q1 		$91K Sell
382
-96
-20% -$22.6K ﹤0.01% 441
2021
Q4 		$140K Buy
+478
New +$133K ﹤0.01% 386

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Trust's EFX Position: Q1 2024 in Review

Cambridge Trust reduced its Equifax (EFX) stake by 18% in Q1 2024, selling an estimated $2.29K and leaving 41 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Cambridge Trust first reported a position in EFX in Q4 2021 and has held it in 10 quarters since. The position peaked at $140K in Q4 2021. 768 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Cambridge Trust held 41 shares of Equifax worth $11K as of Q1 2024.
  • Cambridge Trust sold 9 Equifax shares in Q1 2024, an estimated $2.29K.
  • Equifax made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #574 holding.
  • Cambridge Trust first reported a position in Equifax in Q4 2021 and has held it in 10 quarters since.
  • Cambridge Trust's Equifax position peaked at $140K in Q4 2021.
  • 768 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.