Sabadell Asset Management’s Equifax EFX Stock Holding History

Sabadell Asset 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	-3,414	Closed	-$614K	–	115
2022 Q3	$614K	Sell	3,414 -698	-17%	-$137K	0.14%	103
2022 Q2	$779K	Sell	4,112 -1,509	-27%	-$302K	0.16%	118
2022 Q1	$1.26M	Buy	5,621 +1,712	+44%	+$403K	0.22%	94
2021 Q4	$996K	Hold	3,909	–	–	0.16%	113
2021 Q3	$991K	Hold	3,909	–	–	0.17%	109
2021 Q2	$936K	Buy	+3,909	New	+$874K	0.16%	113

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sabadell Asset Management's EFX Position: Q4 2022 in Review

Sabadell Asset Management sold out of Equifax (EFX) in Q4 2022, closing a stake of 3,414 shares — an estimated $614K sold.

Sabadell Asset Management first reported a position in EFX in Q2 2021 and held it in 6 quarters. The position peaked at $1.26M in Q1 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Sabadell Asset Management reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Sabadell Asset Management sold 3,414 Equifax shares in Q4 2022, an estimated $614K.
Sabadell Asset Management first reported a position in Equifax in Q2 2021 and held it in 6 quarters.
Sabadell Asset Management's Equifax position peaked at $1.26M in Q1 2022.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Sabadell Asset Management's 13F filing for Q4 2022, filed 23 Jan 2024.