Loomis, Sayles & Company
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Loomis, Sayles & Company’s Equifax EFX Stock Holding History

Loomis, Sayles & Company’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
2023
Q2 		– Sell
-106
Closed -$22K – 998
2023
Q1 		$22K Buy
+106
New +$22.1K ﹤0.01% 725
2022
Q4 		– Sell
-110
Closed -$19K – 892
2022
Q3 		$19K Buy
+110
New +$21.5K ﹤0.01% 610
2022
Q2 		– Sell
-12
Closed -$3K – 995
2022
Q1 		$3K Buy
+12
New +$2.83K ﹤0.01% 859
2020
Q3 		– Sell
-92
Closed -$16K – 680
2020
Q2 		$16K Sell
92
-5
-5% -$741 ﹤0.01% 592
2020
Q1 		$12K Sell
97
-388
-80% -$56.4K ﹤0.01% 653
2019
Q4 		$68K Buy
485
+42
+9% +$5.82K ﹤0.01% 660
2019
Q3 		$62K Buy
+443
New +$62.4K ﹤0.01% 620

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company's EFX Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of Equifax (EFX) in Q2 2023, closing a stake of 106 shares — an estimated $22K sold.

Loomis, Sayles & Company first reported a position in EFX in Q3 2019 and held it in 7 quarters. The position peaked at $68K in Q4 2019. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

  • Loomis, Sayles & Company reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 106 Equifax shares in Q2 2023, an estimated $22K.
  • Loomis, Sayles & Company first reported a position in Equifax in Q3 2019 and held it in 7 quarters.
  • Loomis, Sayles & Company's Equifax position peaked at $68K in Q4 2019.
  • 687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.