CCM
EFX icon

Copeland Capital Management’s Equifax EFX Stock Holding History

Copeland Capital Management’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
-20
Closed -$4.71K – 302
2023
Q2 		$4.71K Buy
+20
New +$4.21K ﹤0.01% 233
2017
Q3 		– Sell
-100,065
Closed -$13.8M – 137
2017
Q2 		$13.8M Sell
100,065
-1,255
-1% -$172K 0.9% 54
2017
Q1 		$13.5M Buy
101,320
+2,034
+2% +$259K 0.94% 45
2016
Q4 		$11.7M Sell
99,286
-2,720
-3% -$332K 0.76% 56
2016
Q3 		$13.7M Buy
102,006
+67,697
+197% +$8.98M 0.88% 51
2016
Q2 		$4.41M Sell
34,309
-2,290
-6% -$277K 0.3% 91
2016
Q1 		$4.18M Buy
+36,599
New +$3.85M 0.29% 91

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 $5.72T 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

Copeland Capital Management's EFX Position: Q3 2023 in Review

Copeland Capital Management sold out of Equifax (EFX) in Q3 2023, closing a stake of 20 shares — an estimated $4.71K sold.

Copeland Capital Management first reported a position in EFX in Q1 2016 and held it in 7 quarters. The position peaked at $13.8M in Q2 2017. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Copeland Capital Management reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 20 Equifax shares in Q3 2023, an estimated $4.71K.
  • Copeland Capital Management first reported a position in Equifax in Q1 2016 and held it in 7 quarters.
  • Copeland Capital Management's Equifax position peaked at $13.8M in Q2 2017.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.