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Disciplined Investments’s Equifax EFX Stock Holding History

Disciplined Investments’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
-13
Closed -$3.06K – 527
2023
Q2 		$3.06K Hold
13
– – ﹤0.01% 519
2023
Q1 		$2.64K Hold
13
– – ﹤0.01% 563
2022
Q4 		$2.53K Buy
13
+5
+63% +$914 ﹤0.01% 546
2022
Q3 		$1K Buy
8
+1
+14% +$196 ﹤0.01% 870
2022
Q2 		$1K Sell
7
-5
-42% -$1K ﹤0.01% 884
2022
Q1 		$3K Buy
+12
New +$2.83K ﹤0.01% 569

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Investments's EFX Position: Q3 2023 in Review

Disciplined Investments sold out of Equifax (EFX) in Q3 2023, closing a stake of 13 shares — an estimated $3.06K sold.

Disciplined Investments first reported a position in EFX in Q1 2022 and held it in 6 quarters. The position peaked at $3.06K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Disciplined Investments reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Equifax shares in Q3 2023, an estimated $3.06K.
  • Disciplined Investments first reported a position in Equifax in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Equifax position peaked at $3.06K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.