Sageworth Trust’s Equifax EFX Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-1	Closed	–	–	515
2022 Q4	$0	Buy	+1	New	+$183	﹤0.01%	459
2020 Q3	–	Sell	-2	Closed	–	–	234
2020 Q2	$0	Buy	+2	New	+$296	﹤0.01%	252

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Sageworth Trust's EFX Position: Q1 2023 in Review

Sageworth Trust sold out of Equifax (EFX) in Q1 2023, closing a stake of 1 share.

Sageworth Trust first reported a position in EFX in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

Sageworth Trust reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 1 Equifax share in Q1 2023.
Sageworth Trust first reported a position in Equifax in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Equifax position peaked at $0 in Q4 2022.
664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.