CCP
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Carmel Capital Partners’s Equifax EFX Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-169
Closed -$31K – 303
2023
Q3 		$31K Buy
169
+55
+48% +$11.2K 0.01% 294
2023
Q2 		$26.8K Hold
114
– – 0.01% 238
2023
Q1 		$23.1K Buy
+114
New +$23.7K 0.01% 285

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Massachusetts Financial Services
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
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GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Carmel Capital Partners's EFX Position: Q4 2023 in Review

Carmel Capital Partners sold out of Equifax (EFX) in Q4 2023, closing a stake of 169 shares — an estimated $31K sold.

Carmel Capital Partners first reported a position in EFX in Q1 2023 and held it in 3 quarters. The position peaked at $31K in Q3 2023. 727 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Carmel Capital Partners reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 169 Equifax shares in Q4 2023, an estimated $31K.
  • Carmel Capital Partners first reported a position in Equifax in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Equifax position peaked at $31K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.