PFS Investments’s Equifax EFX Stock Holding History

PFS Investments’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 Q1	–	Sell	-735	Closed	-$215K	–	416
2021 Q4	$215K	Buy	735 +9	+1%	+$2.5K	﹤0.01%	389
2021 Q3	$208K	Buy	+726	New	+$189K	﹤0.01%	371

Other funds holding EFX

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PFS Investments's EFX Position: Q1 2022 in Review

PFS Investments sold out of Equifax (EFX) in Q1 2022, closing a stake of 735 shares — an estimated $215K sold.

PFS Investments first reported a position in EFX in Q3 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

PFS Investments reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
PFS Investments sold 735 Equifax shares in Q1 2022, an estimated $215K.
PFS Investments first reported a position in Equifax in Q3 2021 and held it in 2 quarters.
PFS Investments's Equifax position peaked at $215K in Q4 2021.
698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on PFS Investments's 13F filing for Q1 2022, filed 16 May 2022.