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Fortem Financial Group’s Equifax EFX Stock Holding History

Fortem Financial Group’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
-2,368
Closed -$433K – 164
2022
Q2 		$433K Sell
2,368
-1,314
-36% -$263K 0.28% 105
2022
Q1 		$873K Sell
3,682
-842
-19% -$198K 0.38% 90
2021
Q4 		$1.32M Buy
4,524
+28
+0.6% +$7.79K 0.6% 62
2021
Q3 		$1.14M Buy
4,496
+57
+1% +$14.8K 0.58% 63
2021
Q2 		$1.06M Buy
4,439
+338
+8% +$75.5K 0.54% 70
2021
Q1 		$743K Sell
4,101
-113
-3% -$20K 0.43% 79
2020
Q4 		$813K Buy
+4,214
New +$708K 0.49% 73

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 $3.38T AUM 44.17% 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

Fortem Financial Group's EFX Position: Q3 2022 in Review

Fortem Financial Group sold out of Equifax (EFX) in Q3 2022, closing a stake of 2,368 shares — an estimated $433K sold.

Fortem Financial Group first reported a position in EFX in Q4 2020 and held it in 7 quarters. The position peaked at $1.32M in Q4 2021. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Fortem Financial Group reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Fortem Financial Group sold 2,368 Equifax shares in Q3 2022, an estimated $433K.
  • Fortem Financial Group first reported a position in Equifax in Q4 2020 and held it in 7 quarters.
  • Fortem Financial Group's Equifax position peaked at $1.32M in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Fortem Financial Group's 13F filing for Q3 2022, filed 1 Nov 2022.