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EFX icon

Ergoteles’s Equifax EFX Stock Holding History

Ergoteles’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 		– Sell
-13,267
Closed -$2.69M – 1150
2023
Q1 		$2.69M Buy
+13,267
New +$2.76M 0.11% 196
2022
Q2 		– Sell
-2,445
Closed -$580K – 1730
2022
Q1 		$580K Buy
2,445
+680
+39% +$160K 0.02% 615
2021
Q4 		$517K Buy
+1,765
New +$491K 0.02% 626
2021
Q3 		– Sell
-16,755
Closed -$4.01M – 1329
2021
Q2 		$4.01M Buy
+16,755
New +$3.74M 0.09% 259
2021
Q1 		– Sell
-3,316
Closed -$639K – 863
2020
Q4 		$639K Buy
3,316
+1,916
+137% +$322K 0.02% 412
2020
Q3 		$220K Buy
+1,400
New +$229K 0.03% 440

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return