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Delos Wealth Advisors’s Equifax EFX Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-2
Closed -$495 – 381
2023
Q4 		$495 Hold
2
– – ﹤0.01% 259
2023
Q3 		$414 Hold
2
– – ﹤0.01% 308
2023
Q2 		$471 Hold
2
– – ﹤0.01% 295
2023
Q1 		$406 Hold
2
– – ﹤0.01% 321
2022
Q4 		$389 Hold
2
– – ﹤0.01% 328
2022
Q3 		$0 Buy
+2
New +$392 ﹤0.01% 306

Other funds holding EFX

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BlackRock
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return