HBT
EFX icon

Heartland Bank & Trust’s Equifax EFX Stock Holding History

Heartland Bank & Trust’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
-2,045
Closed -$351K – 132
2022
Q3 		$351K Sell
2,045
-59
-3% -$11.6K 0.34% 93
2022
Q2 		$385K Buy
2,104
+115
+6% +$23K 0.34% 94
2022
Q1 		$472K Sell
1,989
-379
-16% -$89.3K 0.36% 96
2021
Q4 		$693K Buy
2,368
+35
+2% +$9.74K 0.51% 56
2021
Q3 		$591K Buy
2,333
+20
+0.9% +$5.2K 0.51% 61
2021
Q2 		$554K Buy
+2,313
New +$517K 0.51% 57

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartland Bank & Trust's EFX Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Equifax (EFX) in Q4 2022, closing a stake of 2,045 shares — an estimated $351K sold.

Heartland Bank & Trust first reported a position in EFX in Q2 2021 and held it in 6 quarters. The position peaked at $693K in Q4 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 2,045 Equifax shares in Q4 2022, an estimated $351K.
  • Heartland Bank & Trust first reported a position in Equifax in Q2 2021 and held it in 6 quarters.
  • Heartland Bank & Trust's Equifax position peaked at $693K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.