HSA
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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 – 344
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return