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Global Assets Advisory’s Equifax EFX Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-17,730
Closed -$68K – 188
2024
Q1 		$68K Buy
+17,730
New +$4.51M ﹤0.01% 524

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Assets Advisory's EFX Position: Q2 2024 in Review

Global Assets Advisory sold out of Equifax (EFX) in Q2 2024, closing a stake of 17,730 shares — an estimated $68K sold.

Global Assets Advisory first reported a position in EFX in Q1 2024 and held it in 1 quarter. The position peaked at $68K in Q1 2024. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Global Assets Advisory reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 17,730 Equifax shares in Q2 2024, an estimated $68K.
  • Global Assets Advisory first reported a position in Equifax in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Equifax position peaked at $68K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.