QCM Cayman’s Equifax EFX Stock Holding History

QCM Cayman’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 Q2	–	Sell	-1,108	Closed	-$263K	–	51
2022 Q1	$263K	Buy	+1,108	New	+$261K	1.15%	32
2015 Q4	–	Sell	-3,325	Closed	-$323K	–	186
2015 Q3	$323K	Buy	+3,325	New	+$330K	0.11%	104

Other funds holding EFX

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

QCM Cayman's EFX Position: Q2 2022 in Review

QCM Cayman sold out of Equifax (EFX) in Q2 2022, closing a stake of 1,108 shares — an estimated $263K sold.

QCM Cayman first reported a position in EFX in Q3 2015 and held it in 2 quarters. The position peaked at $323K in Q3 2015. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

QCM Cayman reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
QCM Cayman sold 1,108 Equifax shares in Q2 2022, an estimated $263K.
QCM Cayman first reported a position in Equifax in Q3 2015 and held it in 2 quarters.
QCM Cayman's Equifax position peaked at $323K in Q3 2015.
632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on QCM Cayman's 13F filing for Q2 2022, filed 27 Jul 2022.