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Mark Sheptoff Financial Planning’s Equifax EFX Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q3 		– Sell
-3
Closed -$1K – 376
2022
Q2 		$1K Hold
3
– – ﹤0.01% 360
2022
Q1 		$1K Hold
3
– – ﹤0.01% 406
2021
Q4 		$1K Buy
+3
New +$835 ﹤0.01% 435

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's EFX Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Equifax (EFX) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in EFX in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3 Equifax shares in Q3 2022, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Equifax in Q4 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Equifax position peaked at $1K in Q2 2022.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.