Sepio Capital’s Equifax EFX Stock Holding History

Sepio Capital’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 Q3	–	Sell	-925	Closed	-$218K	–	316
2023 Q2	$218K	Buy	+925	New	+$195K	0.02%	330
2022 Q2	–	Sell	-914	Closed	-$217K	–	349
2022 Q1	$217K	Hold	914	–	–	0.02%	331
2021 Q4	$268K	Sell	914 -86	-9%	-$23.9K	0.02%	336
2021 Q3	$253K	Hold	1,000	–	–	0.02%	328
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.02%	338

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sepio Capital's EFX Position: Q3 2023 in Review

Sepio Capital sold out of Equifax (EFX) in Q3 2023, closing a stake of 925 shares — an estimated $218K sold.

Sepio Capital first reported a position in EFX in Q2 2021 and held it in 5 quarters. The position peaked at $268K in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Sepio Capital reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
Sepio Capital sold 925 Equifax shares in Q3 2023, an estimated $218K.
Sepio Capital first reported a position in Equifax in Q2 2021 and held it in 5 quarters.
Sepio Capital's Equifax position peaked at $268K in Q4 2021.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Sepio Capital's 13F filing for Q3 2023, filed 8 Nov 2023.