Liontrust Investment Partners’s Equifax EFX Stock Holding History

Liontrust Investment Partners’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
2024 Q1	–	Sell	-28,337	Closed	-$7.01M	–	200
2023 Q4	$7.01M	Sell	28,337 -44,092	-61%	-$8.94M	0.1%	108
2023 Q3	$13.3M	Sell	72,429 -9,090	-11%	-$1.86M	0.21%	72
2023 Q2	$19.2M	Sell	81,519 -13,309	-14%	-$2.8M	0.28%	58
2023 Q1	$19.2M	Buy	94,828 +64,446	+212%	+$13.4M	0.28%	63
2022 Q4	$5.91M	Sell	30,382 -151,657	-83%	-$27.7M	0.1%	88
2022 Q3	$31.2M	Sell	182,039 -69,679	-28%	-$13.6M	0.5%	38
2022 Q2	$46M	Buy	251,718 +221,336	+729%	+$44.3M	0.65%	36
2022 Q1	$7.2M	Hold	30,382	–	–	0.09%	101
2021 Q4	$8.9M	Hold	30,382	–	–	0.11%	101
2021 Q3	$7.7M	Buy	+30,382	New	+$7.9M	0.11%	106
2020 Q4	$6.07M	Buy	+31,482	New	+$5.29M	0.12%	99

Other funds holding EFX

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liontrust Investment Partners's EFX Position: Q1 2024 in Review

Liontrust Investment Partners sold out of Equifax (EFX) in Q1 2024, closing a stake of 28,337 shares — an estimated $7.01M sold.

Liontrust Investment Partners first reported a position in EFX in Q4 2020 and held it in 11 quarters. The position peaked at $46M in Q2 2022. 768 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Liontrust Investment Partners reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
Liontrust Investment Partners sold 28,337 Equifax shares in Q1 2024, an estimated $7.01M.
Liontrust Investment Partners first reported a position in Equifax in Q4 2020 and held it in 11 quarters.
Liontrust Investment Partners's Equifax position peaked at $46M in Q2 2022.
768 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Liontrust Investment Partners's 13F filing for Q1 2024, filed 10 May 2024.