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Shorepoint Capital Partners’s Equifax EFX Stock Holding History

Shorepoint Capital Partners’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
Q1 		– Sell
-4,800
Closed -$933K – 125
2022
Q4 		$933K Buy
+4,800
New +$877K 0.26% 91

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Shorepoint Capital Partners's EFX Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of Equifax (EFX) in Q1 2023, closing a stake of 4,800 shares — an estimated $933K sold.

Shorepoint Capital Partners first reported a position in EFX in Q4 2022 and held it in 1 quarter. The position peaked at $933K in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Shorepoint Capital Partners reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 4,800 Equifax shares in Q1 2023, an estimated $933K.
  • Shorepoint Capital Partners first reported a position in Equifax in Q4 2022 and held it in 1 quarter.
  • Shorepoint Capital Partners's Equifax position peaked at $933K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.