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NuWave Investment Management’s Equifax EFX Stock Holding History

NuWave Investment Management’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
-655
Closed -$120K – 309
2022
Q2 		$120K Buy
655
+108
+20% +$21.6K 0.16% 166
2022
Q1 		$130K Buy
+547
New +$129K 0.17% 161
2021
Q4 		– Sell
-2,141
Closed -$543K – 330
2021
Q3 		$543K Buy
2,141
+1,798
+524% +$467K 0.62% 51
2021
Q2 		$82K Buy
+343
New +$76.7K 0.09% 226
2020
Q4 		– Sell
-537
Closed -$84K – 386
2020
Q3 		$84K Buy
537
+479
+826% +$78.5K 0.13% 195
2020
Q2 		$10K Sell
58
-2,638
-98% -$391K 0.01% 320
2020
Q1 		$322K Buy
2,696
+1,444
+115% +$210K 0.7% 29
2019
Q4 		$176K Sell
1,252
-1,999
-61% -$277K 0.17% 176
2019
Q3 		$458K Buy
3,251
+3,065
+1,648% +$432K 0.46% 77
2019
Q2 		$25K Buy
186
+168
+933% +$21.1K 0.03% 279
2019
Q1 		$2K Sell
18
-6,738
-100% -$719K ﹤0.01% 374
2018
Q4 		$629K Buy
6,756
+6,216
+1,151% +$662K 1.07% 18
2018
Q3 		$70K Buy
540
+532
+6,650% +$69.3K 0.11% 191
2018
Q2 		$1K Buy
+8
New +$948 ﹤0.01% 311

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

NuWave Investment Management's EFX Position: Q3 2022 in Review

NuWave Investment Management sold out of Equifax (EFX) in Q3 2022, closing a stake of 655 shares — an estimated $120K sold.

NuWave Investment Management first reported a position in EFX in Q2 2018 and held it in 14 quarters. The position peaked at $629K in Q4 2018. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • NuWave Investment Management reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 655 Equifax shares in Q3 2022, an estimated $120K.
  • NuWave Investment Management first reported a position in Equifax in Q2 2018 and held it in 14 quarters.
  • NuWave Investment Management's Equifax position peaked at $629K in Q4 2018.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.