First Personal Financial Services’s Equifax EFX Stock Holding History

First Personal Financial Services’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 Q3	$588	Buy	+2	New	+$564	﹤0.01%	383
2020 Q1	–	Sell	-4	Closed	-$1K	–	364
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	423
2019 Q3	$1K	Hold	4	–	–	﹤0.01%	466
2019 Q2	$1K	Buy	+4	New	+$501	﹤0.01%	713
2018 Q2	–	Sell	-372	Closed	-$44K	–	739
2018 Q1	$44K	Sell	372 -134	-26%	-$16.1K	0.01%	460
2017 Q4	$60K	Sell	506 -100	-17%	-$11.2K	0.01%	435
2017 Q3	$64K	Hold	606	–	–	0.01%	380
2017 Q2	$83K	Sell	606 -57	-9%	-$7.82K	0.02%	338
2017 Q1	$91K	Sell	663 -168	-20%	-$21.4K	0.02%	303
2016 Q4	$98K	Buy	831 +755	+993%	+$92.3K	0.03%	283
2016 Q3	$10K	Hold	76	–	–	﹤0.01%	584
2016 Q2	$10K	Buy	+76	New	+$9.21K	﹤0.01%	559

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's EFX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Equifax (EFX) in Q3 2024: 2 shares worth $588. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in EFX as recently as Q4 2019.

First Personal Financial Services first reported a position in EFX in Q2 2016 and has held it in 12 quarters since. The position peaked at $98K in Q4 2016. 834 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

First Personal Financial Services held 2 shares of Equifax worth $588 as of Q3 2024.
Equifax was a new First Personal Financial Services position in Q3 2024.
Equifax made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #383 holding.
First Personal Financial Services first reported a position in Equifax in Q2 2016 and has held it in 12 quarters since.
First Personal Financial Services's Equifax position peaked at $98K in Q4 2016.
834 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.