Pathstone Family Office’s Equifax EFX Stock Holding History

Pathstone Family Office’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	$863K	Buy	4,710 +2,590	+122%	+$529K	0.01%	785
2023 Q2	$609K	Buy	2,120 +322	+18%	+$67.8K	0.01%	667
2023 Q1	$379K	Sell	1,798 -1,882	-51%	-$392K	0.01%	809
2022 Q4	$718K	Sell	3,680 -182	-5%	-$33.3K	0.01%	933
2022 Q3	$662K	Buy	+3,862	New	+$757K	0.01%	945
2022 Q2	–	Sell	-885	Closed	-$210K	–	1078
2022 Q1	$210K	Buy	+885	New	+$209K	﹤0.01%	882

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Family Office's EFX Position: Q3 2023 in Review

Pathstone Family Office increased its Equifax (EFX) stake by 122% in Q3 2023, buying an estimated $529K and bringing the position to 4,710 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #785.

Pathstone Family Office first reported a position in EFX in Q1 2022 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Pathstone Family Office held 4,710 shares of Equifax worth $863K as of Q3 2023.
Pathstone Family Office bought 2,590 Equifax shares in Q3 2023, an estimated $529K.
Equifax made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #785 holding.
Pathstone Family Office first reported a position in Equifax in Q1 2022 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.