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Comgest Global Investors’s Equifax EFX Stock Holding History

Comgest 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
2023
Q3 		– Sell
-100,896
Closed -$23.7M – 66
2023
Q2 		$23.7M Buy
100,896
+4,271
+4% +$899K 0.4% 34
2023
Q1 		$19.6M Sell
96,625
-1,734
-2% -$361K 0.37% 30
2022
Q4 		$19.1M Buy
98,359
+7,766
+9% +$1.42M 0.42% 31
2022
Q3 		$15.5M Buy
90,593
+5,379
+6% +$1.05M 0.34% 33
2022
Q2 		$15.6M Buy
85,214
+10,914
+15% +$2.18M 0.31% 34
2022
Q1 		$17.6M Buy
74,300
+3,128
+4% +$737K 0.28% 33
2021
Q4 		$20.8M Buy
71,172
+5,312
+8% +$1.48M 0.28% 33
2021
Q3 		$16.7M Buy
65,860
+3,760
+6% +$977K 0.22% 34
2021
Q2 		$14.9M Buy
62,100
+8,400
+16% +$1.88M 0.2% 32
2021
Q1 		$9.73M Buy
53,700
+33,200
+162% +$5.86M 0.15% 34
2020
Q4 		$3.95M Buy
+20,500
New +$3.45M 0.07% 45
2020
Q2 		– Sell
-16,418
Closed -$1.96M – 57
2020
Q1 		$1.96M Sell
16,418
-12,950
-44% -$1.88M 0.04% 44
2019
Q4 		$4.12M Sell
29,368
-8,732
-23% -$1.21M 0.07% 41
2019
Q3 		$5.36M Sell
38,100
-3,000
-7% -$423K 0.11% 38
2019
Q2 		$5.56M Sell
41,100
-2,600
-6% -$326K 0.12% 38
2019
Q1 		$5.18M Buy
43,700
+3,700
+9% +$395K 0.11% 36
2018
Q4 		$3.73M Hold
40,000
– – 0.09% 39
2018
Q3 		$5.22M Buy
40,000
+3,800
+10% +$495K 0.12% 34
2018
Q2 		$4.53M Buy
36,200
+10,000
+38% +$1.19M 0.1% 35
2018
Q1 		$3.09M Buy
26,200
+10,700
+69% +$1.28M 0.07% 47
2017
Q4 		$1.83M Buy
+15,500
New +$1.74M 0.04% 57

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

Comgest Global Investors's EFX Position: Q3 2023 in Review

Comgest Global Investors sold out of Equifax (EFX) in Q3 2023, closing a stake of 100,896 shares — an estimated $23.7M sold.

Comgest Global Investors first reported a position in EFX in Q4 2017 and held it in 21 quarters. The position peaked at $23.7M in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Comgest Global Investors reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Comgest Global Investors sold 100,896 Equifax shares in Q3 2023, an estimated $23.7M.
  • Comgest Global Investors first reported a position in Equifax in Q4 2017 and held it in 21 quarters.
  • Comgest Global Investors's Equifax position peaked at $23.7M in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Comgest Global Investors's 13F filing for Q3 2023, filed 7 Nov 2023.