HBK Sorce Advisory’s Equifax EFX Stock Holding History

HBK Sorce 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
2023 Q1	–	Sell	-26,454	Closed	-$5.14M	–	671
2022 Q4	$5.14M	Buy	26,454 +13,048	+97%	+$2.38M	0.14%	105
2022 Q3	$2.3M	Buy	+13,406	New	+$2.63M	0.15%	106
2022 Q2	–	Sell	-13,404	Closed	-$3.18M	–	486
2022 Q1	$3.18M	Buy	+13,404	New	+$3.16M	0.17%	90
2017 Q3	–	Sell	-2,220	Closed	-$305K	–	319
2017 Q2	$305K	Buy	+2,220	New	+$305K	0.05%	232
2017 Q1	–	Sell	-2,036	Closed	-$259K	–	342
2016 Q4	$241K	Buy	2,036 +239	+13%	+$29.2K	0.04%	262
2016 Q3	$242K	Buy	1,797 +224	+14%	+$29.7K	0.05%	248
2016 Q2	$202K	Buy	+1,573	New	+$191K	0.04%	257

Other funds holding EFX

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

HBK Sorce Advisory's EFX Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Equifax (EFX) in Q1 2023, closing a stake of 26,454 shares — an estimated $5.14M sold.

HBK Sorce Advisory first reported a position in EFX in Q2 2016 and held it in 7 quarters. The position peaked at $5.14M in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

HBK Sorce Advisory reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 26,454 Equifax shares in Q1 2023, an estimated $5.14M.
HBK Sorce Advisory first reported a position in Equifax in Q2 2016 and held it in 7 quarters.
HBK Sorce Advisory's Equifax position peaked at $5.14M in Q4 2022.
664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.