Pictet Asset Management (Switzerland)’s Equifax EFX Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$171M	Sell	727,446 -33,465	-4%	-$7.04M	0.2%	131
2023 Q1	$154M	Sell	760,911 -7,477	-1%	-$1.56M	0.19%	148
2022 Q4	$149M	Buy	768,388 +137,067	+22%	+$25M	0.22%	143
2022 Q3	$109M	Buy	631,321 +21,751	+4%	+$4.26M	0.16%	178
2022 Q2	$111M	Sell	609,570 -588,911	-49%	-$118M	0.15%	183
2022 Q1	$284M	Sell	1,198,481 -64,202	-5%	-$15.1M	0.32%	83
2021 Q4	$370M	Buy	1,262,683 +189,970	+18%	+$52.9M	0.37%	66
2021 Q3	$272M	Buy	+1,072,713	New	+$279M	0.3%	94

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EFX Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Equifax (EFX) stake by 4.4% in Q2 2023, selling an estimated $7.04M and leaving 727,446 shares worth $171M. The position accounts for 0.2% of the portfolio, ranked #131.

Pictet Asset Management (Switzerland) first reported a position in EFX in Q3 2021 and has held it in 8 quarters since. The position peaked at $370M in Q4 2021. 686 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

Pictet Asset Management (Switzerland) held 727,446 shares of Equifax worth $171M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 33,465 Equifax shares in Q2 2023, an estimated $7.04M.
Equifax made up 0.2% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #131 holding.
Pictet Asset Management (Switzerland) first reported a position in Equifax in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Equifax position peaked at $370M in Q4 2021.
686 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.