NC
EFX icon

Nicholas Company’s Equifax EFX Stock Holding History

Nicholas Company’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
Q4 		– Sell
-2,000
Closed -$343K – 220
2022
Q3 		$343K Buy
+2,000
New +$392K 0.01% 218
2019
Q1 		– Sell
-185,560
Closed -$17.3M – 219
2018
Q4 		$17.3M Hold
185,560
– – 0.45% 65
2018
Q3 		$24.2M Buy
185,560
+90,075
+94% +$11.7M 0.53% 57
2018
Q2 		$11.9M Sell
95,485
-186,525
-66% -$22.1M 0.28% 100
2018
Q1 		$33.2M Sell
282,010
-6,760
-2% -$812K 0.76% 45
2017
Q4 		$34.1M Sell
288,770
-6,055
-2% -$681K 0.74% 46
2017
Q3 		$31.2M Buy
294,825
+12,645
+4% +$1.67M 0.7% 52
2017
Q2 		$38.8M Buy
282,180
+126,185
+81% +$17.3M 0.86% 47
2017
Q1 		$21.3M Buy
+155,995
New +$19.8M 0.48% 59

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nicholas Company's EFX Position: Q4 2022 in Review

Nicholas Company sold out of Equifax (EFX) in Q4 2022, closing a stake of 2,000 shares — an estimated $343K sold.

Nicholas Company first reported a position in EFX in Q1 2017 and held it in 9 quarters. The position peaked at $38.8M in Q2 2017. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Nicholas Company reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Nicholas Company sold 2,000 Equifax shares in Q4 2022, an estimated $343K.
  • Nicholas Company first reported a position in Equifax in Q1 2017 and held it in 9 quarters.
  • Nicholas Company's Equifax position peaked at $38.8M in Q2 2017.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Nicholas Company's 13F filing for Q4 2022, filed 9 Feb 2023.