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Long Island Wealth Management’s Equifax EFX Stock Holding History

Long Island Wealth Management’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
-132
Closed -$33K – 170
2023
Q4 		$33K Buy
+132
New +$26.8K 0.02% 145

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GIM
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Kayne Anderson Rudnick Investment Management
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Geode Capital Management
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Long Island Wealth Management's EFX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Equifax (EFX) in Q1 2024, closing a stake of 132 shares — an estimated $33K sold.

Long Island Wealth Management first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 132 Equifax shares in Q1 2024, an estimated $33K.
  • Long Island Wealth Management first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Equifax position peaked at $33K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.