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Sun Life Financial’s Equifax EFX Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-2,323
Closed -$470K – 47
2023
Q1 		$470K Sell
2,323
-210
-8% -$43.7K 0.03% 53
2022
Q4 		$495K Sell
2,533
-237
-9% -$43.3K 0.04% 47
2022
Q3 		$475K Sell
2,770
-542
-16% -$106K 0.04% 51
2022
Q2 		$607K Sell
3,312
-38
-1% -$7.61K 0.05% 49
2022
Q1 		$792K Sell
3,350
-112
-3% -$26.4K 0.04% 56
2021
Q4 		$1.01M Buy
3,462
+188
+6% +$52.3K 0.04% 51
2021
Q3 		$829K Buy
3,274
+769
+31% +$200K 0.05% 49
2021
Q2 		$600K Sell
2,505
-147
-6% -$32.9K 0.03% 51
2021
Q1 		$480K Buy
2,652
+19
+0.7% +$3.36K 0.04% 65
2020
Q4 		$508K Sell
2,633
-193
-7% -$32.4K 0.07% 57
2020
Q3 		$443K Sell
2,826
-385
-12% -$63.1K 0.07% 98
2020
Q2 		$553K Sell
3,211
-101
-3% -$15K 0.11% 70
2020
Q1 		$395K Buy
3,312
+124
+4% +$18K 0.1% 79
2019
Q4 		$447K Buy
3,188
+29
+0.9% +$4.02K 0.12% 91
2019
Q3 		$443K Sell
3,159
-288
-8% -$40.6K 0.11% 111
2019
Q2 		$465K Hold
3,447
– – 0.12% 113
2019
Q1 		$409K Buy
3,447
+3,116
+941% +$333K 0.09% 124
2018
Q4 		$31K Buy
331
+1
+0.3% +$106 0.01% 485
2018
Q3 		$43K Buy
330
+4
+1% +$521 0.01% 468
2018
Q2 		$41K Buy
326
+262
+409% +$31K 0.01% 459
2018
Q1 		$547 Sell
64
-199
-76% -$23.9K ﹤0.01% 420
2017
Q4 		$31K Sell
263
-617
-70% -$69.4K ﹤0.01% 349
2017
Q3 		$93K Sell
880
-4
-0.5% -$529 0.01% 354
2017
Q2 		$121K Buy
884
+875
+9,722% +$120K 0.01% 309
2017
Q1 		$64 Buy
+9
New +$1.15K ﹤0.01% 479

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Life Financial's EFX Position: Q2 2023 in Review

Sun Life Financial sold out of Equifax (EFX) in Q2 2023, closing a stake of 2,323 shares — an estimated $470K sold.

Sun Life Financial first reported a position in EFX in Q1 2017 and held it in 25 quarters. The position peaked at $1.01M in Q4 2021. 686 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

  • Sun Life Financial reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 2,323 Equifax shares in Q2 2023, an estimated $470K.
  • Sun Life Financial first reported a position in Equifax in Q1 2017 and held it in 25 quarters.
  • Sun Life Financial's Equifax position peaked at $1.01M in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.