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Fort LP’s Equifax EFX Stock Holding History

Fort LP’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
Q3 		– Sell
-2,548
Closed -$466K – 209
2022
Q2 		$466K Sell
2,548
-3,185
-56% -$637K 0.32% 157
2022
Q1 		$1.36M Sell
5,733
-638
-10% -$150K 0.51% 73
2021
Q4 		$1.86M Sell
6,371
-311
-5% -$86.6K 0.6% 14
2021
Q3 		$1.69M Sell
6,682
-972
-13% -$253K 0.56% 28
2021
Q2 		$1.83M Sell
7,654
-326
-4% -$72.9K 0.53% 49
2021
Q1 		$1.45M Buy
7,980
+531
+7% +$93.8K 0.41% 163
2020
Q4 		$1.44M Buy
7,449
+556
+8% +$93.5K 0.43% 150
2020
Q3 		$1.08M Buy
6,893
+475
+7% +$77.8K 0.45% 105
2020
Q2 		$1.1M Sell
6,418
-9,965
-61% -$1.48M 0.6% 23
2020
Q1 		$1.96M Buy
16,383
+1,556
+10% +$226K 0.44% 118
2019
Q4 		$2.08M Buy
14,827
+3,799
+34% +$526K 0.37% 152
2019
Q3 		$1.55M Buy
11,028
+4,915
+80% +$693K 0.29% 160
2019
Q2 		$827K Buy
6,113
+1,735
+40% +$218K 0.16% 211
2019
Q1 		$519K Buy
4,378
+838
+24% +$89.5K 0.1% 236
2018
Q4 		$330K Buy
3,540
+2,398
+210% +$255K 0.08% 246
2018
Q3 		$149K Buy
+1,142
New +$149K 0.03% 253

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fort LP's EFX Position: Q3 2022 in Review

Fort LP sold out of Equifax (EFX) in Q3 2022, closing a stake of 2,548 shares — an estimated $466K sold.

Fort LP first reported a position in EFX in Q3 2018 and held it in 16 quarters. The position peaked at $2.08M in Q4 2019. 627 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Fort LP reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Fort LP sold 2,548 Equifax shares in Q3 2022, an estimated $466K.
  • Fort LP first reported a position in Equifax in Q3 2018 and held it in 16 quarters.
  • Fort LP's Equifax position peaked at $2.08M in Q4 2019.
  • 627 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Fort LP's 13F filing for Q3 2022, filed 10 Nov 2022.