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Pendal Group’s Equifax EFX Stock Holding History

Pendal Group’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 		$584K Sell
3,007
-754
-20% -$138K 0.01% 354
2022
Q3 		$645K Buy
3,761
+1,003
+36% +$196K 0.01% 317
2022
Q2 		$504K Sell
2,758
-3,923
-59% -$785K ﹤0.01% 349
2022
Q1 		$1.58M Buy
6,681
+4,704
+238% +$1.11M 0.01% 285
2021
Q4 		$579K Buy
+1,977
New +$550K ﹤0.01% 402
2020
Q4 		– Sell
-3,082
Closed -$484K – 520
2020
Q3 		$484K Buy
3,082
+270
+10% +$44.2K 0.01% 320
2020
Q2 		$483K Hold
2,812
– – 0.01% 323
2020
Q1 		$336K Buy
2,812
+2,121
+307% +$308K 0.01% 305
2019
Q4 		$96.8K Buy
+691
New +$95.7K ﹤0.01% 385
2018
Q1 		– Sell
-2,457
Closed -$290K – 475
2017
Q4 		$290K Hold
2,457
– – ﹤0.01% 401
2017
Q3 		$260K Sell
2,457
-1,487
-38% -$197K ﹤0.01% 412
2017
Q2 		$542K Buy
+3,944
New +$541K 0.01% 357

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group's EFX Position: Q4 2022 in Review

Pendal Group reduced its Equifax (EFX) stake by 20% in Q4 2022, selling an estimated $138K and leaving 3,007 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #354.

Pendal Group first reported a position in EFX in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2022. 636 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Pendal Group held 3,007 shares of Equifax worth $584K as of Q4 2022.
  • Pendal Group sold 754 Equifax shares in Q4 2022, an estimated $138K.
  • Equifax made up 0.01% of Pendal Group's portfolio in Q4 2022, its #354 holding.
  • Pendal Group first reported a position in Equifax in Q2 2017 and has held it in 12 quarters since.
  • Pendal Group's Equifax position peaked at $1.58M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.