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Clean Yield Group’s Equifax EFX Stock Holding History

Clean Yield Group’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
Q3 		– Sell
-91
Closed -$21.4K – 390
2023
Q2 		$21.4K Buy
+91
New +$19.2K 0.01% 285
2017
Q2 		– Sell
-303
Closed -$41K – 178
2017
Q1 		$41K Buy
+303
New +$38.5K 0.02% 203

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clean Yield Group's EFX Position: Q3 2023 in Review

Clean Yield Group sold out of Equifax (EFX) in Q3 2023, closing a stake of 91 shares — an estimated $21.4K sold.

Clean Yield Group first reported a position in EFX in Q1 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2017. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Clean Yield Group reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 91 Equifax shares in Q3 2023, an estimated $21.4K.
  • Clean Yield Group first reported a position in Equifax in Q1 2017 and held it in 2 quarters.
  • Clean Yield Group's Equifax position peaked at $41K in Q1 2017.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.