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Simplicity Solutions’s Equifax EFX Stock Holding History

Simplicity Solutions’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
Q4 		$526K Sell
2,127
-48
-2% -$9.74K 0.01% 646
2023
Q3 		$398K Sell
2,175
-295
-12% -$60.2K 0.01% 664
2023
Q2 		$581K Buy
2,470
+120
+5% +$25.3K 0.02% 619
2023
Q1 		$477K Buy
2,350
+824
+54% +$172K 0.01% 708
2022
Q4 		$297K Buy
1,526
+256
+20% +$46.8K 0.04% 487
2022
Q3 		$218K Buy
1,270
+133
+12% +$26.1K 0.03% 571
2022
Q2 		$208K Buy
1,137
+261
+30% +$52.2K 0.03% 581
2022
Q1 		$208K Sell
876
-714
-45% -$168K 0.03% 588
2021
Q4 		$466K Buy
+1,590
New +$443K 0.05% 409
2019
Q2 		– Sell
-3,917
Closed -$464K – 704
2019
Q1 		$464K Buy
+3,917
New +$418K 0.03% 420
2018
Q4 		– Sell
-1,644
Closed -$215K – 657
2018
Q3 		$215K Buy
+1,644
New +$214K 0.01% 506
2017
Q3 		– Sell
-1,779
Closed -$245K – 251
2017
Q2 		$245K Buy
1,779
+11
+0.6% +$1.51K 0.03% 361
2017
Q1 		$242K Buy
+1,768
New +$225K 0.04% 335
2016
Q1 		– Sell
-3,495
Closed -$389K – 279
2015
Q4 		$389K Buy
+3,495
New +$378K 0.05% 497

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Simplicity Solutions's EFX Position: Q4 2023 in Review

Simplicity Solutions reduced its Equifax (EFX) stake by 2.2% in Q4 2023, selling an estimated $9.74K and leaving 2,127 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #646.

Simplicity Solutions first reported a position in EFX in Q4 2015 and has held it in 14 quarters since. The position peaked at $581K in Q2 2023. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Simplicity Solutions held 2,127 shares of Equifax worth $526K as of Q4 2023.
  • Simplicity Solutions sold 48 Equifax shares in Q4 2023, an estimated $9.74K.
  • Equifax made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #646 holding.
  • Simplicity Solutions first reported a position in Equifax in Q4 2015 and has held it in 14 quarters since.
  • Simplicity Solutions's Equifax position peaked at $581K in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.