LM Advisors’s Equifax EFX Stock Holding History

LM 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
2024 Q1	–	Sell	-85	Closed	-$21K	–	354
2023 Q4	$21K	Buy	+85	New	+$17.2K	﹤0.01%	429

Other funds holding EFX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GIM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's EFX Position: Q1 2024 in Review

LM Advisors sold out of Equifax (EFX) in Q1 2024, closing a stake of 85 shares — an estimated $21K sold.

LM Advisors first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

LM Advisors reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 85 Equifax shares in Q1 2024, an estimated $21K.
LM Advisors first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
LM Advisors's Equifax position peaked at $21K in Q4 2023.
766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.