M&G Investment Management’s Equifax EFX Stock Holding History

M&G Investment 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
2023 Q4	$20.1M	Buy	81,256 +2,390	+3%	+$485K	0.07%	129
2023 Q3	$14.4M	Sell	78,866 -27,273	-26%	-$5.57M	0.06%	157
2023 Q2	$24.9M	Sell	106,139 -9,498	-8%	-$2M	0.1%	116
2023 Q1	$23.5M	Sell	115,637 -33,597	-23%	-$6.99M	0.11%	122
2022 Q4	$29M	Buy	149,234 +2,441	+2%	+$446K	0.14%	107
2022 Q3	$25.1K	Sell	146,793 -1,898	-1%	-$372K	0.15%	111
2022 Q2	$27.2K	Buy	148,691 +27,031	+22%	+$5.41M	0.16%	120
2022 Q1	$28.8K	Buy	+121,660	New	+$28.7M	0.06%	125

Other funds holding EFX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

GIM

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

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

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

M&G Investment Management's EFX Position: Q4 2023 in Review

M&G Investment Management increased its Equifax (EFX) stake by 3% in Q4 2023, buying an estimated $485K and bringing the position to 81,256 shares worth $20.1M. The position accounts for 0.07% of the portfolio, ranked #129.

M&G Investment Management first reported a position in EFX in Q1 2022 and has held it in 8 quarters since. The position peaked at $29M in Q4 2022. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

M&G Investment Management held 81,256 shares of Equifax worth $20.1M as of Q4 2023.
M&G Investment Management bought 2,390 Equifax shares in Q4 2023, an estimated $485K.
Equifax made up 0.07% of M&G Investment Management's portfolio in Q4 2023, its #129 holding.
M&G Investment Management first reported a position in Equifax in Q1 2022 and has held it in 8 quarters since.
M&G Investment Management's Equifax position peaked at $29M in Q4 2022.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.