EWM
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Elevatus Welath Management’s Equifax EFX Stock Holding History

Elevatus Welath 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
Q3 		– Sell
-20,086
Closed -$4.73M – 73
2023
Q2 		$4.73M Buy
+20,086
New +$4.23M 3.28% 9

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

Elevatus Welath Management's EFX Position: Q3 2023 in Review

Elevatus Welath Management sold out of Equifax (EFX) in Q3 2023, closing a stake of 20,086 shares — an estimated $4.73M sold.

Elevatus Welath Management first reported a position in EFX in Q2 2023 and held it in 1 quarter. The position peaked at $4.73M in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Elevatus Welath Management reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Elevatus Welath Management sold 20,086 Equifax shares in Q3 2023, an estimated $4.73M.
  • Elevatus Welath Management first reported a position in Equifax in Q2 2023 and held it in 1 quarter.
  • Elevatus Welath Management's Equifax position peaked at $4.73M in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Elevatus Welath Management's 13F filing for Q3 2023, filed 14 Nov 2023.