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Ritholtz Wealth Management’s Equifax EFX Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-1,696
Closed -$291K – 626
2022
Q3 		$291K Buy
+1,696
New +$332K 0.02% 548

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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ritholtz Wealth Management's EFX Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Equifax (EFX) in Q4 2022, closing a stake of 1,696 shares — an estimated $291K sold.

Ritholtz Wealth Management first reported a position in EFX in Q3 2022 and held it in 1 quarter. The position peaked at $291K in Q3 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,696 Equifax shares in Q4 2022, an estimated $291K.
  • Ritholtz Wealth Management first reported a position in Equifax in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Equifax position peaked at $291K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.