Capital Research Global Investors
EFX icon

Capital Research Global Investors’s Equifax EFX Stock Holding History

Capital Research Global Investors’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
-504,697
Closed -$120M – 433
2022
Q1 		$120M Sell
504,697
-930,611
-65% -$219M 0.03% 292
2021
Q4 		$420M Sell
1,435,308
-51,793
-3% -$14.4M 0.09% 183
2021
Q3 		$377M Buy
1,487,101
+105
+0% +$27.3K 0.09% 194
2021
Q2 		$356M Buy
1,486,996
+1,424
+0.1% +$318K 0.08% 201
2021
Q1 		$269M Buy
1,485,572
+1,484,036
+96,617% +$262M 0.07% 222
2020
Q4 		$294K Sell
1,536
-806,861
-100% -$136M ﹤0.01% 400
2020
Q3 		$127M Sell
808,397
-598,863
-43% -$98.1M 0.04% 252
2020
Q2 		$242M Sell
1,407,260
-652,012
-32% -$96.6M 0.08% 188
2020
Q1 		$246M Sell
2,059,272
-501,066
-20% -$72.9M 0.1% 167
2019
Q4 		$359M Buy
2,560,338
+319,663
+14% +$44.3M 0.11% 166
2019
Q3 		$315M Sell
2,240,675
-636,361
-22% -$89.7M 0.1% 169
2019
Q2 		$389M Sell
2,877,036
-777,390
-21% -$97.5M 0.12% 151
2019
Q1 		$433M Buy
3,654,426
+65
+0% +$6.94K 0.14% 149
2018
Q4 		$340M Buy
3,654,361
+682,619
+23% +$72.7M 0.12% 160
2018
Q3 		$388M Sell
2,971,742
-1,515,106
-34% -$197M 0.11% 163
2018
Q2 		$561M Sell
4,486,848
-15,785
-0.4% -$1.87M 0.15% 127
2018
Q1 		$530M Buy
4,502,633
+400,122
+10% +$48M 0.15% 138
2017
Q4 		$484M Buy
4,102,511
+1,543,047
+60% +$173M 0.14% 136
2017
Q3 		$271M Buy
+2,559,464
New +$338M 0.08% 189

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors's EFX Position: Q2 2022 in Review

Capital Research Global Investors sold out of Equifax (EFX) in Q2 2022, closing a stake of 504,697 shares — an estimated $120M sold.

Capital Research Global Investors first reported a position in EFX in Q3 2017 and held it in 19 quarters. The position peaked at $561M in Q2 2018. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Capital Research Global Investors reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 504,697 Equifax shares in Q2 2022, an estimated $120M.
  • Capital Research Global Investors first reported a position in Equifax in Q3 2017 and held it in 19 quarters.
  • Capital Research Global Investors's Equifax position peaked at $561M in Q2 2018.
  • 633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.