Sonen Capital’s Equifax EFX Stock Holding History

Sonen 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 Q4	$1.04M	Buy	4,201 +387	+10%	+$78.5K	1.97%	9
2023 Q3	$699K	Sell	3,814 -285	-7%	-$58.2K	1.37%	20
2023 Q2	$964K	Sell	4,099 -305	-7%	-$64.2K	1.6%	13
2023 Q1	$893K	Sell	4,404 -2,757	-39%	-$574K	1.51%	13
2022 Q4	$1.39M	Buy	7,161 +113	+2%	+$20.7K	2.28%	6
2022 Q3	$1.21M	Sell	7,048 -1,570	-18%	-$308K	1.96%	6
2022 Q2	$1.57M	Sell	8,618 -1,634	-16%	-$327K	2.25%	5
2022 Q1	$2.43M	Buy	10,252 +5,157	+101%	+$1.22M	2.94%	7
2021 Q4	$1.49M	Buy	+5,095	New	+$1.42M	1.44%	25

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Sonen Capital's EFX Position: Q4 2023 in Review

Sonen Capital increased its Equifax (EFX) stake by 10% in Q4 2023, buying an estimated $78.5K and bringing the position to 4,201 shares worth $1.04M. The position accounts for 1.97% of the portfolio, ranked #9.

Sonen Capital first reported a position in EFX in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.43M in Q1 2022. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Sonen Capital held 4,201 shares of Equifax worth $1.04M as of Q4 2023.
Sonen Capital bought 387 Equifax shares in Q4 2023, an estimated $78.5K.
Equifax made up 1.97% of Sonen Capital's portfolio in Q4 2023, its #9 holding.
Sonen Capital first reported a position in Equifax in Q4 2021 and has held it in 9 quarters since.
Sonen Capital's Equifax position peaked at $2.43M in Q1 2022.
725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.