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IndexIQ Advisors’s Equifax EFX Stock Holding History

IndexIQ Advisors’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
Q1 		$482K Sell
2,032
-7
-0.3% -$1.65K 0.02% 412
2021
Q4 		$597K Sell
2,039
-64
-3% -$17.8K 0.02% 459
2021
Q3 		$533K Buy
2,103
+89
+4% +$23.1K 0.02% 501
2021
Q2 		$482K Buy
2,014
+71
+4% +$15.9K 0.02% 484
2021
Q1 		$352K Buy
1,943
+248
+15% +$43.8K 0.01% 931
2020
Q4 		$327K Buy
+1,695
New +$285K 0.01% 611

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IndexIQ Advisors's EFX Position: Q1 2022 in Review

IndexIQ Advisors reduced its Equifax (EFX) stake by 0.34% in Q1 2022, selling an estimated $1.65K and leaving 2,032 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #412.

IndexIQ Advisors first reported a position in EFX in Q4 2020 and has held it in 6 quarters since. The position peaked at $597K in Q4 2021. 699 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • IndexIQ Advisors held 2,032 shares of Equifax worth $482K as of Q1 2022.
  • IndexIQ Advisors sold 7 Equifax shares in Q1 2022, an estimated $1.65K.
  • Equifax made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #412 holding.
  • IndexIQ Advisors first reported a position in Equifax in Q4 2020 and has held it in 6 quarters since.
  • IndexIQ Advisors's Equifax position peaked at $597K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.