Standard Family Office’s Equifax EFX Stock Holding History

Standard Family Office’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 Q4	–	Sell	-20	Closed	-$3K	–	140
2022 Q3	$3K	Buy	+20	New	+$3.92K	﹤0.01%	349
2021 Q3	–	Sell	-6	Closed	-$1K	–	211
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	486
2021 Q1	$1K	Sell	6 -3	-33%	-$530	﹤0.01%	517
2020 Q4	$2K	Buy	+9	New	+$1.51K	﹤0.01%	414

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Standard Family Office's EFX Position: Q4 2022 in Review

Standard Family Office sold out of Equifax (EFX) in Q4 2022, closing a stake of 20 shares — an estimated $3K sold.

Standard Family Office first reported a position in EFX in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Standard Family Office reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 20 Equifax shares in Q4 2022, an estimated $3K.
Standard Family Office first reported a position in Equifax in Q4 2020 and held it in 4 quarters.
Standard Family Office's Equifax position peaked at $3K in Q3 2022.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.