One Capital Management’s Equifax EFX Stock Holding History

One Capital 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
2023 Q3	–	Sell	-1,900	Closed	-$447K	–	283
2023 Q2	$447K	Hold	1,900	–	–	0.02%	213
2023 Q1	$385K	Hold	1,900	–	–	0.02%	233
2022 Q4	$369K	Hold	1,900	–	–	0.02%	235
2022 Q3	$325K	Hold	1,900	–	–	0.02%	243
2022 Q2	$347K	Hold	1,900	–	–	0.02%	246
2022 Q1	$450K	Hold	1,900	–	–	0.02%	239
2021 Q4	$556K	Buy	+1,900	New	+$529K	0.04%	170

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Capital Management's EFX Position: Q3 2023 in Review

One Capital Management sold out of Equifax (EFX) in Q3 2023, closing a stake of 1,900 shares — an estimated $447K sold.

One Capital Management first reported a position in EFX in Q4 2021 and held it in 7 quarters. The position peaked at $556K in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

One Capital Management reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
One Capital Management sold 1,900 Equifax shares in Q3 2023, an estimated $447K.
One Capital Management first reported a position in Equifax in Q4 2021 and held it in 7 quarters.
One Capital Management's Equifax position peaked at $556K in Q4 2021.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on One Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.