FIM
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Fernwood Investment Management’s Equifax EFX Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-49
Closed -$13.1K – 334
2024
Q1 		$13.1K Buy
+49
New +$12.5K ﹤0.01% 522

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State Street
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Massachusetts Financial Services
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T. Rowe Price Investment Management
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GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's EFX Position: Q2 2024 in Review

Fernwood Investment Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 49 shares — an estimated $13.1K sold.

Fernwood Investment Management first reported a position in EFX in Q1 2024 and held it in 1 quarter. The position peaked at $13.1K in Q1 2024. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Fernwood Investment Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 49 Equifax shares in Q2 2024, an estimated $13.1K.
  • Fernwood Investment Management first reported a position in Equifax in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Equifax position peaked at $13.1K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.