Sanders Morris Harris’s Equifax EFX Stock Holding History

Sanders Morris Harris’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	-2,100	Closed	-$360K	–	223
2022 Q3	$360K	Hold	2,100	–	–	0.09%	171
2022 Q2	$384K	Hold	2,100	–	–	0.08%	181
2022 Q1	$498K	Hold	2,100	–	–	0.1%	169
2021 Q4	$615K	Hold	2,100	–	–	0.11%	148
2021 Q3	$532K	Hold	2,100	–	–	0.1%	156
2021 Q2	$503K	Hold	2,100	–	–	0.1%	168
2021 Q1	$380K	Hold	2,100	–	–	0.08%	195
2020 Q4	$405K	Hold	2,100	–	–	0.09%	186
2020 Q3	$329K	Hold	2,100	–	–	0.09%	196
2020 Q2	$361K	Buy	+2,100	New	+$311K	0.18%	71
2020 Q1	–	Sell	-3,100	Closed	-$391K	–	197
2019 Q4	$391K	Hold	3,100	–	–	0.09%	192
2019 Q3	$430K	Hold	3,100	–	–	0.1%	158
2019 Q2	$420K	Buy	3,100 +1,000	+48%	+$125K	0.11%	171
2019 Q1	$249K	Buy	+2,100	New	+$224K	0.12%	98
2018 Q4	–	Sell	-2,100	Closed	-$274K	–	125
2018 Q3	$274K	Hold	2,100	–	–	0.13%	102
2018 Q2	$263K	Hold	2,100	–	–	0.12%	104
2018 Q1	$247K	Hold	2,100	–	–	0.1%	108
2017 Q4	$248K	Hold	2,100	–	–	0.1%	96
2017 Q3	$223K	Hold	2,100	–	–	0.1%	108
2017 Q2	$289K	Hold	2,100	–	–	0.12%	91
2017 Q1	$287K	Hold	2,100	–	–	0.1%	102
2016 Q4	$248K	Hold	2,100	–	–	0.11%	92
2016 Q3	$283K	Hold	2,100	–	–	0.09%	118
2016 Q2	$270K	Hold	2,100	–	–	0.06%	189
2016 Q1	$240K	Buy	+2,100	New	+$221K	0.04%	265

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 $3.38T AUM 44.17% 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

Sanders Morris Harris's EFX Position: Q4 2022 in Review

Sanders Morris Harris sold out of Equifax (EFX) in Q4 2022, closing a stake of 2,100 shares — an estimated $360K sold.

Sanders Morris Harris first reported a position in EFX in Q1 2016 and held it in 25 quarters. The position peaked at $615K in Q4 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Sanders Morris Harris reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Sanders Morris Harris sold 2,100 Equifax shares in Q4 2022, an estimated $360K.
Sanders Morris Harris first reported a position in Equifax in Q1 2016 and held it in 25 quarters.
Sanders Morris Harris's Equifax position peaked at $615K in Q4 2021.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Sanders Morris Harris's 13F filing for Q4 2022, filed 13 Jan 2023.