EIP
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Ellis Investment Partners’s Equifax EFX Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-311
Closed -$53K – 344
2022
Q3 		$53K Hold
311
– – 0.01% 383
2022
Q2 		$56K Hold
311
– – 0.02% 389
2022
Q1 		$73K Hold
311
– – 0.02% 365
2021
Q4 		$91K Hold
311
– – 0.02% 335
2021
Q3 		$78K Hold
311
– – 0.02% 346
2021
Q2 		$74K Hold
311
– – 0.02% 350
2021
Q1 		$56K Hold
311
– – 0.02% 374
2020
Q4 		$60K Hold
311
– – 0.02% 352
2020
Q3 		$48K Hold
311
– – 0.02% 368
2020
Q2 		$53K Sell
311
-20
-6% -$2.96K 0.02% 345
2020
Q1 		$37K Hold
331
– – 0.02% 339
2019
Q4 		$47K Hold
331
– – 0.02% 350
2019
Q3 		$45K Buy
331
+20
+6% +$2.82K 0.02% 350
2019
Q2 		$42K Buy
+311
New +$39K 0.02% 347

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T. Rowe Price Investment Management
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BlackRock
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Capital International Investors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return