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

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ellis Investment Partners's EFX Position: Q4 2022 in Review

Ellis Investment Partners sold out of Equifax (EFX) in Q4 2022, closing a stake of 311 shares — an estimated $53K sold.

Ellis Investment Partners first reported a position in EFX in Q2 2019 and held it in 14 quarters. The position peaked at $91K in Q4 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Ellis Investment Partners reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 311 Equifax shares in Q4 2022, an estimated $53K.
Ellis Investment Partners first reported a position in Equifax in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's Equifax position peaked at $91K in Q4 2021.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.