Kowal Investment Group’s Equifax EFX Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-20	Closed	-$5K	–	352
2021 Q3	$5K	Buy	+20	New	+$5.2K	﹤0.01%	636

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kowal Investment Group's EFX Position: Q4 2021 in Review

Kowal Investment Group sold out of Equifax (EFX) in Q4 2021, closing a stake of 20 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in EFX in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

Kowal Investment Group reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 20 Equifax shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in Equifax in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Equifax position peaked at $5K in Q3 2021.
695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.