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Mirabella Financial Services’s Equifax EFX Stock Holding History

Mirabella Financial Services’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
-2,843
Closed -$520K – 395
2022
Q2 		$520K Buy
+2,843
New +$569K 0.05% 239
2020
Q4 		– Sell
-25,933
Closed -$4.07M – 359
2020
Q3 		$4.07M Buy
+25,933
New +$4.25M 0.56% 24

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirabella Financial Services's EFX Position: Q3 2022 in Review

Mirabella Financial Services sold out of Equifax (EFX) in Q3 2022, closing a stake of 2,843 shares — an estimated $520K sold.

Mirabella Financial Services first reported a position in EFX in Q3 2020 and held it in 2 quarters. The position peaked at $4.07M in Q3 2020. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Mirabella Financial Services reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 2,843 Equifax shares in Q3 2022, an estimated $520K.
  • Mirabella Financial Services first reported a position in Equifax in Q3 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Equifax position peaked at $4.07M in Q3 2020.
  • 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Mirabella Financial Services's 13F filing for Q3 2022, filed 26 Oct 2022.