EFS
EFX icon

Econ Financial Services’s Equifax EFX Stock Holding History

Econ Financial Services’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
Q2 		– Sell
-50
Closed -$12K – 98
2022
Q1 		$12K Hold
50
– – 0.01% 90
2021
Q4 		$15K Buy
+50
New +$13.9K 0.01% 112

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Econ Financial Services's EFX Position: Q2 2022 in Review

Econ Financial Services sold out of Equifax (EFX) in Q2 2022, closing a stake of 50 shares — an estimated $12K sold.

Econ Financial Services first reported a position in EFX in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 634 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Econ Financial Services reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Econ Financial Services sold 50 Equifax shares in Q2 2022, an estimated $12K.
  • Econ Financial Services first reported a position in Equifax in Q4 2021 and held it in 2 quarters.
  • Econ Financial Services's Equifax position peaked at $15K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.