MCC
EFX icon

Money Concepts Capital’s Equifax EFX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-65
Closed -$12.7K – 1153
2022
Q4 		$12.7K Buy
65
+5
+8% +$914 ﹤0.01% 1897
2022
Q3 		$10K Hold
60
– – ﹤0.01% 1048
2022
Q2 		$11K Sell
60
-4
-6% -$801 ﹤0.01% 1009
2022
Q1 		$15K Buy
+64
New +$15.1K ﹤0.01% 1732

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
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
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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Money Concepts Capital's EFX Position: Q1 2023 in Review

Money Concepts Capital sold out of Equifax (EFX) in Q1 2023, closing a stake of 65 shares — an estimated $12.7K sold.

Money Concepts Capital first reported a position in EFX in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Money Concepts Capital reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 65 Equifax shares in Q1 2023, an estimated $12.7K.
  • Money Concepts Capital first reported a position in Equifax in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Equifax position peaked at $15K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.