Fund Management at Engine No 1’s Equifax EFX Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-1,755	Closed	-$321K	–	135
2023 Q3	$321K	Buy	1,755 +158	+10%	+$32.3K	0.05%	313
2023 Q2	$376K	Buy	1,597 +113	+8%	+$23.8K	0.07%	283
2023 Q1	$301K	Buy	1,484 +135	+10%	+$28.1K	0.06%	308
2022 Q4	$262K	Buy	1,349 +171	+15%	+$31.3K	0.06%	302
2022 Q3	$202K	Sell	1,178 -57	-5%	-$11.2K	0.06%	312
2022 Q2	$226K	Buy	1,235 +202	+20%	+$40.4K	0.06%	311
2022 Q1	$245K	Buy	+1,033	New	+$243K	0.06%	304

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Fund Management at Engine No 1's EFX Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Equifax (EFX) in Q4 2023, closing a stake of 1,755 shares — an estimated $321K sold.

Fund Management at Engine No 1 first reported a position in EFX in Q1 2022 and held it in 7 quarters. The position peaked at $376K in Q2 2023. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 1,755 Equifax shares in Q4 2023, an estimated $321K.
Fund Management at Engine No 1 first reported a position in Equifax in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Equifax position peaked at $376K in Q2 2023.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.