Desjardins Global Asset Management’s Equifax EFX Stock Holding History

Desjardins Global Asset 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 Q4	$220K	Buy	889 +12	+1%	+$2.43K	0.02%	337
2023 Q3	$161K	Sell	877 -653	-43%	-$133K	0.02%	409
2023 Q2	$360K	Buy	1,530 +404	+36%	+$85K	0.04%	347
2023 Q1	$228K	Buy	+1,126	New	+$234K	0.03%	390

Other funds holding EFX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Desjardins Global Asset Management's EFX Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Equifax (EFX) stake by 1.4% in Q4 2023, buying an estimated $2.43K and bringing the position to 889 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #337.

Desjardins Global Asset Management first reported a position in EFX in Q1 2023 and has held it in 4 quarters since. The position peaked at $360K in Q2 2023. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Desjardins Global Asset Management held 889 shares of Equifax worth $220K as of Q4 2023.
Desjardins Global Asset Management bought 12 Equifax shares in Q4 2023, an estimated $2.43K.
Equifax made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #337 holding.
Desjardins Global Asset Management first reported a position in Equifax in Q1 2023 and has held it in 4 quarters since.
Desjardins Global Asset Management's Equifax position peaked at $360K in Q2 2023.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.