FCH
EFX icon

Freestone Capital Holdings’s Equifax EFX Stock Holding History

Freestone Capital Holdings’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
Q2 		– Sell
-921
Closed -$218K – 478
2022
Q1 		$218K Buy
+921
New +$217K 0.01% 528
2021
Q1 		– Sell
-200
Closed -$38.6K – 592
2020
Q4 		$38.6K Hold
200
– – ﹤0.01% 619
2020
Q3 		$31.4K Buy
+200
New +$32.8K ﹤0.01% 565

Other funds holding EFX

Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's EFX Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Equifax (EFX) in Q2 2022, closing a stake of 921 shares — an estimated $218K sold.

Freestone Capital Holdings first reported a position in EFX in Q3 2020 and held it in 3 quarters. The position peaked at $218K in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 921 Equifax shares in Q2 2022, an estimated $218K.
  • Freestone Capital Holdings first reported a position in Equifax in Q3 2020 and held it in 3 quarters.
  • Freestone Capital Holdings's Equifax position peaked at $218K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.