Harvest Fund Management’s Equifax EFX Stock Holding History

Harvest Fund Management’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 Q4	–	Sell	-129	Closed	-$22K	–	789
2022 Q3	$22K	Hold	129	–	–	0.01%	542
2022 Q2	$24K	Hold	129	–	–	0.01%	522
2022 Q1	$30K	Hold	129	–	–	0.01%	528
2021 Q4	$37K	Sell	129 -76	-37%	-$21.2K	0.01%	521
2021 Q3	$51K	Buy	+205	New	+$53.3K	0.01%	397
2021 Q1	–	Sell	-543	Closed	-$104K	–	828
2020 Q4	$104K	Buy	543 +240	+79%	+$40.4K	0.01%	248
2020 Q3	$48K	Sell	303 -1,502	-83%	-$246K	﹤0.01%	394
2020 Q2	$313K	Hold	1,805	–	–	0.03%	100
2020 Q1	$215K	Buy	1,805 +928	+106%	+$135K	0.02%	117
2019 Q4	$131K	Buy	877 +78	+10%	+$10.8K	0.01%	154
2019 Q3	$112K	Buy	+799	New	+$113K	0.01%	174

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Harvest Fund Management's EFX Position: Q4 2022 in Review

Harvest Fund Management sold out of Equifax (EFX) in Q4 2022, closing a stake of 129 shares — an estimated $22K sold.

Harvest Fund Management first reported a position in EFX in Q3 2019 and held it in 11 quarters. The position peaked at $313K in Q2 2020. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Harvest Fund Management reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Harvest Fund Management sold 129 Equifax shares in Q4 2022, an estimated $22K.
Harvest Fund Management first reported a position in Equifax in Q3 2019 and held it in 11 quarters.
Harvest Fund Management's Equifax position peaked at $313K in Q2 2020.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.