Caption Management’s Equifax EFX Stock Holding History

Caption Management’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 Q1	–	Sell	-91,500	Closed	-$17.8M	–	1205
2022 Q4	$17.8M	Buy	+91,500	New	+$16.7M	0.28%	82

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

GIM

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

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

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

Caption Management's EFX Position: Q1 2023 in Review

Caption Management sold out of Equifax (EFX) in Q1 2023, closing a stake of 12,000 shares — an estimated $2.33M sold.

Caption Management first reported a position in EFX in Q4 2022 and held it in 1 quarter. The position peaked at $2.33M in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

Caption Management reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
Caption Management sold 12,000 Equifax shares in Q1 2023, an estimated $2.33M.
Caption Management first reported a position in Equifax in Q4 2022 and held it in 1 quarter.
Caption Management's Equifax position peaked at $2.33M in Q4 2022.
664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Caption Management's 13F filing for Q1 2023, filed 15 May 2023.