EWG Elevate’s Equifax EFX Stock Holding History

EWG Elevate’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 Q1	–	Sell	-2	Closed	-$389	–	250
2022 Q4	$389	Buy	+2	New	+$366	﹤0.01%	770

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

EWG Elevate's EFX Position: Q1 2023 in Review

EWG Elevate sold out of Equifax (EFX) in Q1 2023, closing a stake of 2 shares — an estimated $389 sold.

EWG Elevate first reported a position in EFX in Q4 2022 and held it in 1 quarter. The position peaked at $389 in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

EWG Elevate reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 2 Equifax shares in Q1 2023, an estimated $389.
EWG Elevate first reported a position in Equifax in Q4 2022 and held it in 1 quarter.
EWG Elevate's Equifax position peaked at $389 in Q4 2022.
664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.