Moody National Bank Trust Division’s Equifax EFX Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-1,296	Closed	-$237K	–	545
2023 Q3	$237K	Buy	1,296 +25	+2%	+$5.1K	0.02%	547
2023 Q2	$299K	Hold	1,271	–	–	0.02%	513
2023 Q1	$258K	Hold	1,271	–	–	0.02%	536
2022 Q4	$247K	Hold	1,271	–	–	0.02%	532
2022 Q3	$218K	Hold	1,271	–	–	0.02%	548
2022 Q2	$232K	Buy	+1,271	New	+$254K	0.02%	465
2019 Q2	–	Sell	-131	Closed	-$16K	–	540
2019 Q1	$16K	Buy	+131	New	+$14K	﹤0.01%	579

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Moody National Bank Trust Division's EFX Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Equifax (EFX) in Q4 2023, closing a stake of 1,296 shares — an estimated $237K sold.

Moody National Bank Trust Division first reported a position in EFX in Q1 2019 and held it in 7 quarters. The position peaked at $299K in Q2 2023. 727 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Moody National Bank Trust Division reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,296 Equifax shares in Q4 2023, an estimated $237K.
Moody National Bank Trust Division first reported a position in Equifax in Q1 2019 and held it in 7 quarters.
Moody National Bank Trust Division's Equifax position peaked at $299K in Q2 2023.
727 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.