Legacy Financial Group (Iowa)
EFX icon

Legacy Financial Group (Iowa)’s Equifax EFX Stock Holding History

Legacy Financial Group (Iowa)’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
-517
Closed -$94.7K – 167
2023
Q3 		$94.7K Buy
+517
New +$106K 0.02% 137

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 $484B AUM 34.9% 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
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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EFX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Equifax (EFX) in Q4 2023, closing a stake of 517 shares — an estimated $94.7K sold.

Legacy Financial Group (Iowa) first reported a position in EFX in Q3 2023 and held it in 1 quarter. The position peaked at $94.7K in Q3 2023. 727 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 517 Equifax shares in Q4 2023, an estimated $94.7K.
  • Legacy Financial Group (Iowa) first reported a position in Equifax in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Equifax position peaked at $94.7K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.