Schubert & Co’s Equifax EFX Stock Holding History

Schubert & Co’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 Q2	–	Sell	-20	Closed	-$4.06K	–	486
2023 Q1	$4.06K	Buy	20 +6	+43%	+$1.25K	﹤0.01%	551
2022 Q4	$2.72K	Sell	14 -3	-18%	-$548	﹤0.01%	717
2022 Q3	$3K	Sell	17 -1	-6%	-$196	﹤0.01%	592
2022 Q2	$3K	Buy	18 +12	+200%	+$2.4K	﹤0.01%	568
2022 Q1	$1K	Sell	6 -7	-54%	-$1.65K	﹤0.01%	659
2021 Q4	$4K	Buy	+13	New	+$3.62K	﹤0.01%	155

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

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schubert & Co's EFX Position: Q2 2023 in Review

Schubert & Co sold out of Equifax (EFX) in Q2 2023, closing a stake of 20 shares — an estimated $4.06K sold.

Schubert & Co first reported a position in EFX in Q4 2021 and held it in 6 quarters. The position peaked at $4.06K in Q1 2023. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

Schubert & Co reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 20 Equifax shares in Q2 2023, an estimated $4.06K.
Schubert & Co first reported a position in Equifax in Q4 2021 and held it in 6 quarters.
Schubert & Co's Equifax position peaked at $4.06K in Q1 2023.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.