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Corient Capital Partners’s Equifax EFX Stock Holding History

Corient Capital Partners’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
2022
Q3 		$651K Buy
3,559
+1,065
+43% +$209K 0.05% 288
2022
Q2 		$456K Sell
2,494
-959
-28% -$192K 0.03% 365
2022
Q1 		$819K Sell
3,453
-129
-4% -$30.4K 0.05% 280
2021
Q4 		$1.05M Buy
3,582
+95
+3% +$26.4K 0.07% 223
2021
Q3 		$884K Buy
3,487
+188
+6% +$48.9K 0.06% 233
2021
Q2 		$790K Buy
3,299
+228
+7% +$51K 0.06% 256
2021
Q1 		$556K Buy
3,071
+113
+4% +$20K 0.05% 296
2020
Q4 		$570K Buy
2,958
+73
+3% +$12.3K 0.06% 254
2020
Q3 		$453K Sell
2,885
-108
-4% -$17.7K 0.05% 272
2020
Q2 		$515K Buy
2,993
+126
+4% +$18.7K 0.06% 244
2020
Q1 		$343K Buy
2,867
+62
+2% +$9.02K 0.05% 273
2019
Q4 		$393K Buy
2,805
+28
+1% +$3.88K 0.05% 315
2019
Q3 		$390K Buy
2,777
+1,207
+77% +$170K 0.06% 303
2019
Q2 		$212K Buy
+1,570
New +$197K 0.03% 361

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Capital Partners's EFX Position: Q3 2022 in Review

Corient Capital Partners increased its Equifax (EFX) stake by 43% in Q3 2022, buying an estimated $209K and bringing the position to 3,559 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #288.

Corient Capital Partners first reported a position in EFX in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2021. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Corient Capital Partners held 3,559 shares of Equifax worth $651K as of Q3 2022.
  • Corient Capital Partners bought 1,065 Equifax shares in Q3 2022, an estimated $209K.
  • Equifax made up 0.05% of Corient Capital Partners's portfolio in Q3 2022, its #288 holding.
  • Corient Capital Partners first reported a position in Equifax in Q2 2019 and has held it in 14 quarters since.
  • Corient Capital Partners's Equifax position peaked at $1.05M in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.