Lee Capital Holdings’s Equifax EFX Stock Holding History

Lee Capital Holdings’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	-7,790	Closed	-$1.85M	–	60
2022 Q1	$1.85M	Buy	+7,790	New	+$1.84M	1.04%	32
2021 Q2	–	Sell	-10,030	Closed	-$1.82M	–	62
2021 Q1	$1.82M	Buy	+10,030	New	+$1.77M	0.8%	42
2020 Q2	–	Sell	-17,960	Closed	-$2.15M	–	48
2020 Q1	$2.15M	Buy	+17,960	New	+$2.61M	1.77%	20

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Capital Holdings's EFX Position: Q2 2022 in Review

Lee Capital Holdings sold out of Equifax (EFX) in Q2 2022, closing a stake of 7,790 shares — an estimated $1.85M sold.

Lee Capital Holdings first reported a position in EFX in Q1 2020 and held it in 3 quarters. The position peaked at $2.15M in Q1 2020. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Lee Capital Holdings reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Lee Capital Holdings sold 7,790 Equifax shares in Q2 2022, an estimated $1.85M.
Lee Capital Holdings first reported a position in Equifax in Q1 2020 and held it in 3 quarters.
Lee Capital Holdings's Equifax position peaked at $2.15M in Q1 2020.
632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Lee Capital Holdings's 13F filing for Q2 2022, filed 12 Aug 2022.