Fermata Advisors’s Equifax EFX Stock Holding History

Fermata Advisors’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 Q1	–	Sell	-896	Closed	-$263K	–	191
2021 Q4	$263K	Sell	896 -9	-1%	-$2.5K	0.1%	145
2021 Q3	$230K	Sell	905 -74	-8%	-$19.2K	0.1%	156
2021 Q2	$235K	Buy	+979	New	+$219K	0.14%	129

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fermata Advisors's EFX Position: Q1 2022 in Review

Fermata Advisors sold out of Equifax (EFX) in Q1 2022, closing a stake of 896 shares — an estimated $263K sold.

Fermata Advisors first reported a position in EFX in Q2 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

Fermata Advisors reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
Fermata Advisors sold 896 Equifax shares in Q1 2022, an estimated $263K.
Fermata Advisors first reported a position in Equifax in Q2 2021 and held it in 3 quarters.
Fermata Advisors's Equifax position peaked at $263K in Q4 2021.
698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.