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Dupont Capital Management’s Equifax EFX Stock Holding History

Dupont Capital 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
2022
Q3 		– Sell
-606
Closed -$111K – 1582
2022
Q2 		$111K Buy
606
+24
+4% +$4.8K 0.01% 1157
2022
Q1 		$138K Sell
582
-858
-60% -$202K 0.01% 1199
2021
Q4 		$422K Buy
1,440
+244
+20% +$67.9K 0.02% 870
2021
Q3 		$303K Sell
1,196
-1,159
-49% -$301K 0.01% 1065
2021
Q2 		$564K Buy
2,355
+61
+3% +$13.6K 0.01% 905
2021
Q1 		$416K Sell
2,294
-706
-24% -$125K 0.01% 1022
2020
Q4 		$579K Buy
+3,000
New +$504K 0.01% 787
2020
Q2 		– Sell
-3,289
Closed -$393K – 1370
2020
Q1 		$393K Buy
+3,289
New +$478K 0.01% 762
2019
Q4 		– Sell
-1,800
Closed -$253K – 1252
2019
Q3 		$253K Buy
+1,800
New +$254K 0.01% 1048
2017
Q4 		– Sell
-566
Closed -$60K – 949
2017
Q3 		$60K Buy
+566
New +$74.8K ﹤0.01% 899
2016
Q3 		– Sell
-6,106
Closed -$784K – 664
2016
Q2 		$784K Sell
6,106
-32,880
-84% -$3.98M 0.02% 504
2016
Q1 		$4.46M Sell
38,986
-3,158
-7% -$332K 0.1% 196
2015
Q4 		$4.69M Buy
42,144
+2,598
+7% +$281K 0.11% 190
2015
Q3 		$3.84M Buy
+39,546
New +$3.93M 0.1% 220

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 $3.38T AUM 44.17% 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

Dupont Capital Management's EFX Position: Q3 2022 in Review

Dupont Capital Management sold out of Equifax (EFX) in Q3 2022, closing a stake of 606 shares — an estimated $111K sold.

Dupont Capital Management first reported a position in EFX in Q3 2015 and held it in 14 quarters. The position peaked at $4.69M in Q4 2015. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Dupont Capital Management reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Dupont Capital Management sold 606 Equifax shares in Q3 2022, an estimated $111K.
  • Dupont Capital Management first reported a position in Equifax in Q3 2015 and held it in 14 quarters.
  • Dupont Capital Management's Equifax position peaked at $4.69M in Q4 2015.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Dupont Capital Management's 13F filing for Q3 2022, filed 31 Oct 2022.