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 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

Ergoteles's EFX Position: Q2 2023 in Review

Ergoteles sold out of Equifax (EFX) in Q2 2023, closing a stake of 13,267 shares — an estimated $2.69M sold.

Ergoteles first reported a position in EFX in Q3 2020 and held it in 6 quarters. The position peaked at $4.01M in Q2 2021. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

Ergoteles reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 13,267 Equifax shares in Q2 2023, an estimated $2.69M.
Ergoteles first reported a position in Equifax in Q3 2020 and held it in 6 quarters.
Ergoteles's Equifax position peaked at $4.01M in Q2 2021.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.