SAI
EFX icon

Systematic Alpha Investments’s Equifax EFX Stock Holding History

Systematic Alpha Investments’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
Q1 		– Sell
-5,920
Closed -$1.73M – 236
2021
Q4 		$1.73M Hold
5,920
– – 0.08% 86
2021
Q3 		$1.64M Hold
5,920
– – 0.07% 92
2021
Q2 		$1.53M Buy
+5,920
New +$1.32M 0.07% 89

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Alpha Investments's EFX Position: Q1 2022 in Review

Systematic Alpha Investments sold out of Equifax (EFX) in Q1 2022, closing a stake of 5,920 shares — an estimated $1.73M sold.

Systematic Alpha Investments first reported a position in EFX in Q2 2021 and held it in 3 quarters. The position peaked at $1.73M in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Systematic Alpha Investments reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Systematic Alpha Investments sold 5,920 Equifax shares in Q1 2022, an estimated $1.73M.
  • Systematic Alpha Investments first reported a position in Equifax in Q2 2021 and held it in 3 quarters.
  • Systematic Alpha Investments's Equifax position peaked at $1.73M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Systematic Alpha Investments's 13F filing for Q1 2022, filed 10 May 2022.