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EFX icon

Seeyond’s Equifax EFX Stock Holding History

Seeyond’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 		$819K Sell
4,212
-1,288
-23% -$235K 0.08% 338
2022
Q3 		$942K Sell
5,500
-298
-5% -$58.4K 0.11% 285
2022
Q2 		$1.06M Buy
5,798
+1,058
+22% +$212K 0.12% 290
2022
Q1 		$1.12M Sell
4,740
-142
-3% -$33.5K 0.11% 310
2021
Q4 		$1.43M Sell
4,882
-1,370
-22% -$381K 0.13% 255
2021
Q3 		$1.58M Sell
6,252
-2,168
-26% -$563K 0.15% 227
2021
Q2 		$2.02M Buy
8,420
+38
+0.5% +$8.49K 0.19% 174
2021
Q1 		$1.52M Hold
8,382
– – 0.15% 218
2020
Q4 		$1.62M Sell
8,382
-47
-0.6% -$7.9K 0.17% 206
2020
Q3 		$1.32M Sell
8,429
-4,199
-33% -$688K 0.14% 219
2020
Q2 		$2.17M Buy
12,628
+1,087
+9% +$161K 0.25% 98
2020
Q1 		$338K Sell
11,541
-3,882
-25% -$565K 0.05% 433
2019
Q4 		$2.16M Buy
15,423
+2,553
+20% +$354K 0.23% 141
2019
Q3 		$1.81M Hold
12,870
– – 0.19% 181
2019
Q2 		$1.74M Sell
12,870
-4,647
-27% -$583K 0.18% 196
2019
Q1 		$2.08M Buy
17,517
+2,493
+17% +$266K 0.2% 175
2018
Q4 		$1.4M Buy
+15,024
New +$1.6M 0.19% 155

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seeyond's EFX Position: Q4 2022 in Review

Seeyond reduced its Equifax (EFX) stake by 23% in Q4 2022, selling an estimated $235K and leaving 4,212 shares worth $819K. The position accounts for 0.08% of the portfolio, ranked #338.

Seeyond first reported a position in EFX in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.17M in Q2 2020. 636 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Seeyond held 4,212 shares of Equifax worth $819K as of Q4 2022.
  • Seeyond sold 1,288 Equifax shares in Q4 2022, an estimated $235K.
  • Equifax made up 0.08% of Seeyond's portfolio in Q4 2022, its #338 holding.
  • Seeyond first reported a position in Equifax in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Equifax position peaked at $2.17M in Q2 2020.
  • 636 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.