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LongView Wealth Management’s Equifax EFX Stock Holding History

LongView 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
-1,147
Closed -$279K – 178
2023
Q4 		$279K Buy
+1,147
New +$233K 0.12% 142

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LongView Wealth Management's EFX Position: Q1 2024 in Review

LongView Wealth Management sold out of Equifax (EFX) in Q1 2024, closing a stake of 1,147 shares — an estimated $279K sold.

LongView Wealth Management first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 768 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • LongView Wealth Management reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • LongView Wealth Management sold 1,147 Equifax shares in Q1 2024, an estimated $279K.
  • LongView Wealth Management first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
  • LongView Wealth Management's Equifax position peaked at $279K in Q4 2023.
  • 768 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on LongView Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.