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Column Capital Advisors’s Equifax EFX Stock Holding History

Column Capital Advisors’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 		$2.75K Sell
15
-1
-6% -$204 ﹤0.01% 659
2023
Q2 		$3.77K Sell
16
-1
-6% -$210 ﹤0.01% 642
2023
Q1 		$3.45K Hold
17
– – ﹤0.01% 680
2022
Q4 		$3.3K Hold
17
– – ﹤0.01% 659
2022
Q3 		$3K Hold
17
– – ﹤0.01% 593
2022
Q2 		$3K Hold
17
– – ﹤0.01% 597
2022
Q1 		$4K Sell
17
-5
-23% -$1.18K ﹤0.01% 587
2021
Q4 		$6K Buy
22
+1
+5% +$278 ﹤0.01% 559
2021
Q3 		$5K Hold
21
– – ﹤0.01% 549
2021
Q2 		$5K Hold
21
– – ﹤0.01% 546
2021
Q1 		$4K Hold
21
– – ﹤0.01% 547
2020
Q4 		$4K Hold
21
– – ﹤0.01% 545
2020
Q3 		$3K Sell
21
-24
-53% -$3.93K ﹤0.01% 562
2020
Q2 		$7K Buy
45
+24
+114% +$3.56K ﹤0.01% 518
2020
Q1 		$3K Hold
21
– – ﹤0.01% 533
2019
Q4 		$2K Buy
+21
New +$2.91K ﹤0.01% 604

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return