Graves Light Lenhart Wealth’s Equifax EFX Stock Holding History

Graves Light Lenhart Wealth’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	-475	Closed	-$113K	–	631
2022 Q1	$113K	Hold	475	–	–	0.02%	246
2021 Q4	$139K	Hold	475	–	–	0.02%	243
2021 Q3	$120K	Hold	475	–	–	0.02%	250
2021 Q2	$114K	Hold	475	–	–	0.02%	256
2021 Q1	$86K	Hold	475	–	–	0.01%	302
2020 Q4	$92K	Buy	+475	New	+$79.9K	0.02%	279

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Graves Light Lenhart Wealth's EFX Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Equifax (EFX) in Q2 2022, closing a stake of 475 shares — an estimated $113K sold.

Graves Light Lenhart Wealth first reported a position in EFX in Q4 2020 and held it in 6 quarters. The position peaked at $139K in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 475 Equifax shares in Q2 2022, an estimated $113K.
Graves Light Lenhart Wealth first reported a position in Equifax in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Equifax position peaked at $139K in Q4 2021.
633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.