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Steward Financial Group’s Equifax EFX Stock Holding History

Steward Financial Group’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
Q3 		$5K Sell
32
-12
-27% -$2.45K ﹤0.01% 600
2023
Q2 		$10K Buy
+44
New +$9.26K ﹤0.01% 371

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Financial Group's EFX Position: Q3 2023 in Review

Steward Financial Group reduced its Equifax (EFX) stake by 27% in Q3 2023, selling an estimated $2.45K and leaving 32 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Steward Financial Group first reported a position in EFX in Q2 2023 and has held it in 2 quarters since. The position peaked at $10K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Steward Financial Group held 32 shares of Equifax worth $5K as of Q3 2023.
  • Steward Financial Group sold 12 Equifax shares in Q3 2023, an estimated $2.45K.
  • Equifax made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #600 holding.
  • Steward Financial Group first reported a position in Equifax in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Equifax position peaked at $10K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.