Sierra Capital’s Equifax EFX Stock Holding History

Sierra 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
2022 Q2	–	Sell	-6	Closed	-$1K	–	758
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	754
2021 Q4	$2K	Buy	+6	New	+$1.67K	﹤0.01%	664

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

BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Sierra Capital's EFX Position: Q2 2022 in Review

Sierra Capital sold out of Equifax (EFX) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Sierra Capital first reported a position in EFX in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Sierra Capital reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Sierra Capital sold 6 Equifax shares in Q2 2022, an estimated $1K.
Sierra Capital first reported a position in Equifax in Q4 2021 and held it in 2 quarters.
Sierra Capital's Equifax position peaked at $2K in Q4 2021.
633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Sierra Capital's 13F filing for Q2 2022, filed 4 Aug 2022.