Connectus Wealth’s Equifax EFX Stock Holding History

Connectus Wealth’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
2024 Q1	$703K	Sell	2,628 -569	-18%	-$145K	0.02%	269
2023 Q4	$791K	Buy	3,197 +6	+0.2%	+$1.22K	0.02%	369
2023 Q3	$585K	Buy	3,191 +3	+0.1%	+$613	0.01%	378
2023 Q2	$750K	Sell	3,188 -879	-22%	-$185K	0.02%	309
2023 Q1	$825K	Buy	4,067 +8	+0.2%	+$1.67K	0.02%	297
2022 Q4	$789K	Sell	4,059 -4	-0.1%	-$731	0.02%	305
2022 Q3	$697K	Buy	4,063 +6	+0.1%	+$1.18K	0.01%	373
2022 Q2	$742K	Buy	4,057 +20	+0.5%	+$4K	0.02%	309
2022 Q1	$1.18M	Hold	4,037	–	–	0.04%	221
2021 Q4	$1.18M	Buy	+4,037	New	+$1.12M	0.05%	203

Other funds holding EFX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

GIM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connectus Wealth's EFX Position: Q1 2024 in Review

Connectus Wealth reduced its Equifax (EFX) stake by 18% in Q1 2024, selling an estimated $145K and leaving 2,628 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #269.

Connectus Wealth first reported a position in EFX in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2022. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Connectus Wealth held 2,628 shares of Equifax worth $703K as of Q1 2024.
Connectus Wealth sold 569 Equifax shares in Q1 2024, an estimated $145K.
Equifax made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #269 holding.
Connectus Wealth first reported a position in Equifax in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Equifax position peaked at $1.18M in Q1 2022.
766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.