SVB Wealth’s Equifax EFX Stock Holding History

SVB Wealth’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
2021 Q4	–	Sell	-874	Closed	-$222K	–	855
2021 Q3	$222K	Buy	+874	New	+$227K	﹤0.01%	878
2016 Q4	–	Sell	-1,500	Closed	-$202K	–	501
2016 Q3	$202K	Buy	+1,500	New	+$199K	0.01%	501

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SVB Wealth's EFX Position: Q4 2021 in Review

SVB Wealth sold out of Equifax (EFX) in Q4 2021, closing a stake of 874 shares — an estimated $222K sold.

SVB Wealth first reported a position in EFX in Q3 2016 and held it in 2 quarters. The position peaked at $222K in Q3 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

SVB Wealth reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 874 Equifax shares in Q4 2021, an estimated $222K.
SVB Wealth first reported a position in Equifax in Q3 2016 and held it in 2 quarters.
SVB Wealth's Equifax position peaked at $222K in Q3 2021.
695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.