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Sierra Summit Advisors’s Equifax EFX Stock Holding History

Sierra Summit Advisors’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
2024
Q1 		– Sell
-845
Closed -$209K – 167
2023
Q4 		$209K Buy
+845
New +$171K 0.06% 186

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State Street
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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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Summit Advisors's EFX Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Equifax (EFX) in Q1 2024, closing a stake of 845 shares — an estimated $209K sold.

Sierra Summit Advisors first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Sierra Summit Advisors reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 845 Equifax shares in Q1 2024, an estimated $209K.
  • Sierra Summit Advisors first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's Equifax position peaked at $209K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.