IBOK
EFX icon

Independence Bank of Kentucky’s Equifax EFX Stock Holding History

Independence Bank of Kentucky’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
Q4 		– Sell
-28
Closed -$5.13K – 525
2023
Q3 		$5.13K Hold
28
– – ﹤0.01% 430
2023
Q2 		$6.59K Buy
+28
New +$5.89K ﹤0.01% 419

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Independence Bank of Kentucky's EFX Position: Q4 2023 in Review

Independence Bank of Kentucky sold out of Equifax (EFX) in Q4 2023, closing a stake of 28 shares — an estimated $5.13K sold.

Independence Bank of Kentucky first reported a position in EFX in Q2 2023 and held it in 2 quarters. The position peaked at $6.59K in Q2 2023. 726 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Independence Bank of Kentucky reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 28 Equifax shares in Q4 2023, an estimated $5.13K.
  • Independence Bank of Kentucky first reported a position in Equifax in Q2 2023 and held it in 2 quarters.
  • Independence Bank of Kentucky's Equifax position peaked at $6.59K in Q2 2023.
  • 726 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Independence Bank of Kentucky's 13F filing for Q4 2023, filed 23 Jan 2024.