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Steele Capital Management’s Equifax EFX Stock Holding History

Steele Capital Management’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
Q3 		– Sell
-1,200
Closed -$291K – 96
2024
Q2 		$291K Hold
1,200
– – 0.02% 139
2024
Q1 		$321K Sell
1,200
-189
-14% -$48.1K 0.02% 130
2023
Q4 		$343K Buy
+1,389
New +$282K 0.02% 119

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steele Capital Management's EFX Position: Q3 2024 in Review

Steele Capital Management sold out of Equifax (EFX) in Q3 2024, closing a stake of 1,200 shares — an estimated $291K sold.

Steele Capital Management first reported a position in EFX in Q4 2023 and held it in 3 quarters. The position peaked at $343K in Q4 2023. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Steele Capital Management reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 1,200 Equifax shares in Q3 2024, an estimated $291K.
  • Steele Capital Management first reported a position in Equifax in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's Equifax position peaked at $343K in Q4 2023.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.