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Duality Advisers’s Equifax EFX Stock Holding History

Duality Advisers’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 		– Sell
-3,198
Closed -$585K – 588
2022
Q2 		$585K Sell
3,198
-2,147
-40% -$430K 0.06% 438
2022
Q1 		$1.27M Buy
+5,345
New +$1.26M 0.14% 276
2021
Q4 		– Sell
-23,545
Closed -$5.97M – 542
2021
Q3 		$5.97M Buy
+23,545
New +$6.12M 0.46% 48
2020
Q4 		– Sell
-23,450
Closed -$3.68M – 598
2020
Q3 		$3.68M Buy
+23,450
New +$3.84M 0.23% 103
2020
Q1 		– Sell
-11,038
Closed -$1.55M – 98
2019
Q4 		$1.55M Sell
11,038
-7,432
-40% -$1.03M 0.09% 227
2019
Q3 		$2.6M Buy
18,470
+12,150
+192% +$1.71M 0.15% 185
2019
Q2 		$855K Buy
+6,320
New +$792K 0.08% 192

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 $315B AUM 27.84% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Duality Advisers's EFX Position: Q3 2022 in Review

Duality Advisers sold out of Equifax (EFX) in Q3 2022, closing a stake of 3,198 shares — an estimated $585K sold.

Duality Advisers first reported a position in EFX in Q2 2019 and held it in 7 quarters. The position peaked at $5.97M in Q3 2021. 627 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Duality Advisers reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Duality Advisers sold 3,198 Equifax shares in Q3 2022, an estimated $585K.
  • Duality Advisers first reported a position in Equifax in Q2 2019 and held it in 7 quarters.
  • Duality Advisers's Equifax position peaked at $5.97M in Q3 2021.
  • 627 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.