JWM
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Jackson Wealth Management’s Equifax EFX Stock Holding History

Jackson Wealth Management’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
Q2 		– Sell
-11,383
Closed -$2.7M – 101
2022
Q1 		$2.7M Buy
11,383
+11
+0.1% +$2.59K 0.37% 70
2021
Q4 		$3.33M Buy
11,372
+171
+2% +$47.6K 0.42% 70
2021
Q3 		$52K Buy
+11,201
New +$2.91M 0.63% 31

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jackson Wealth Management's EFX Position: Q2 2022 in Review

Jackson Wealth Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 11,383 shares — an estimated $2.7M sold.

Jackson Wealth Management first reported a position in EFX in Q3 2021 and held it in 3 quarters. The position peaked at $3.33M in Q4 2021. 634 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Jackson Wealth Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 11,383 Equifax shares in Q2 2022, an estimated $2.7M.
  • Jackson Wealth Management first reported a position in Equifax in Q3 2021 and held it in 3 quarters.
  • Jackson Wealth Management's Equifax position peaked at $3.33M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.