Sargent Bickham Lagudis’s Equifax EFX Stock Holding History

Sargent Bickham Lagudis’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	$129K	Hold	666	–	–	0.01%	311
2022 Q3	$114K	Hold	666	–	–	0.01%	299
2022 Q2	$122K	Sell	666 -44	-6%	-$8.81K	0.01%	295
2022 Q1	$168K	Hold	710	–	–	0.01%	268
2021 Q4	$208K	Sell	710 -326	-31%	-$90.8K	0.02%	241
2021 Q3	$263K	Hold	1,036	–	–	0.02%	219
2021 Q2	$248K	Hold	1,036	–	–	0.02%	232
2021 Q1	$188K	Hold	1,036	–	–	0.02%	244
2020 Q4	$200K	Buy	+1,036	New	+$174K	0.02%	240

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

Sargent Bickham Lagudis's EFX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Equifax (EFX) position steady in Q4 2022 at 666 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #311.

Sargent Bickham Lagudis first reported a position in EFX in Q4 2020 and has held it in 9 quarters since. The position peaked at $263K in Q3 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Sargent Bickham Lagudis held 666 shares of Equifax worth $129K as of Q4 2022.
Sargent Bickham Lagudis left its Equifax share count unchanged in Q4 2022.
Equifax made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #311 holding.
Sargent Bickham Lagudis first reported a position in Equifax in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Equifax position peaked at $263K in Q3 2021.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.