FIS
EFX icon

Fundsmith Investment Services’s Equifax EFX Stock Holding History

Fundsmith Investment 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
2022
Q1 		– Sell
-14,038
Closed -$4.11M – 31
2021
Q4 		$4.11M Buy
14,038
+14
+0.1% +$3.9K 2.23% 27
2021
Q3 		$3.55M Buy
14,024
+14
+0.1% +$3.64K 2.16% 26
2021
Q2 		$3.36M Buy
+14,010
New +$3.13M 2.08% 26

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fundsmith Investment Services's EFX Position: Q1 2022 in Review

Fundsmith Investment Services sold out of Equifax (EFX) in Q1 2022, closing a stake of 14,038 shares — an estimated $4.11M sold.

Fundsmith Investment Services first reported a position in EFX in Q2 2021 and held it in 3 quarters. The position peaked at $4.11M in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Fundsmith Investment Services reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Fundsmith Investment Services sold 14,038 Equifax shares in Q1 2022, an estimated $4.11M.
  • Fundsmith Investment Services first reported a position in Equifax in Q2 2021 and held it in 3 quarters.
  • Fundsmith Investment Services's Equifax position peaked at $4.11M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Fundsmith Investment Services's 13F filing for Q1 2022, filed 16 May 2022.