Endurance Wealth Management’s Equifax EFX Stock Holding History

Endurance Wealth 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 Q2	$245K	Hold	1,040	–	–	0.03%	175
2023 Q1	$211K	Hold	1,040	–	–	0.03%	188
2022 Q4	$202K	Hold	1,040	–	–	0.03%	185
2022 Q3	$178K	Hold	1,040	–	–	0.03%	193
2022 Q2	$190K	Hold	1,040	–	–	0.03%	192
2022 Q1	$247K	Hold	1,040	–	–	0.03%	188
2021 Q4	$305K	Hold	1,040	–	–	0.03%	182
2021 Q3	$264K	Hold	1,040	–	–	0.03%	192
2021 Q2	$249K	Hold	1,040	–	–	0.03%	201
2021 Q1	$188K	Hold	1,040	–	–	0.02%	218
2020 Q4	$201K	Hold	1,040	–	–	0.03%	199
2020 Q3	$163K	Buy	1,040 +40	+4%	+$6.55K	0.02%	199
2020 Q2	$172K	Hold	1,000	–	–	0.03%	191
2020 Q1	$119K	Buy	+1,000	New	+$145K	0.02%	209

Other funds holding EFX

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

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

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Endurance Wealth Management's EFX Position: Q2 2023 in Review

Endurance Wealth Management held its Equifax (EFX) position steady in Q2 2023 at 1,040 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #175.

Endurance Wealth Management first reported a position in EFX in Q1 2020 and has held it in 14 quarters since. The position peaked at $305K in Q4 2021. 686 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

Endurance Wealth Management held 1,040 shares of Equifax worth $245K as of Q2 2023.
Endurance Wealth Management left its Equifax share count unchanged in Q2 2023.
Equifax made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #175 holding.
Endurance Wealth Management first reported a position in Equifax in Q1 2020 and has held it in 14 quarters since.
Endurance Wealth Management's Equifax position peaked at $305K in Q4 2021.
686 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.