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Lenox Wealth Advisors’s Equifax EFX Stock Holding History

Lenox Wealth 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 		$1K Hold
6
– – ﹤0.01% 700
2021
Q4 		$2K Buy
+6
New +$1.67K ﹤0.01% 712
2017
Q3 		– Sell
-289
Closed -$40K – 251
2017
Q2 		$40K Buy
+289
New +$39.7K 0.01% 68

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

Lenox Wealth Advisors's EFX Position: Q1 2022 in Review

Lenox Wealth Advisors held its Equifax (EFX) position steady in Q1 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Lenox Wealth Advisors first reported a position in EFX in Q2 2017 and has held it in 3 quarters since. The position peaked at $40K in Q2 2017. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Lenox Wealth Advisors held 6 shares of Equifax worth $1K as of Q1 2022.
  • Lenox Wealth Advisors left its Equifax share count unchanged in Q1 2022.
  • Equifax made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #700 holding.
  • Lenox Wealth Advisors first reported a position in Equifax in Q2 2017 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Equifax position peaked at $40K in Q2 2017.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.