Perpetual Ltd’s Equifax EFX Stock Holding History

Perpetual Ltd’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	-2,639	Closed	-$621K	–	469
2023 Q2	$621K	Sell	2,639 -336	-11%	-$70.7K	0.01%	363
2023 Q1	$603K	Buy	+2,975	New	+$619K	0.01%	374

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

Perpetual Ltd's EFX Position: Q3 2023 in Review

Perpetual Ltd sold out of Equifax (EFX) in Q3 2023, closing a stake of 2,639 shares — an estimated $621K sold.

Perpetual Ltd first reported a position in EFX in Q1 2023 and held it in 2 quarters. The position peaked at $621K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Perpetual Ltd reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 2,639 Equifax shares in Q3 2023, an estimated $621K.
Perpetual Ltd first reported a position in Equifax in Q1 2023 and held it in 2 quarters.
Perpetual Ltd's Equifax position peaked at $621K in Q2 2023.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.