Tarbox Family Office’s Equifax EFX Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-92	Closed	-$22K	–	378
2022 Q1	$22K	Sell	92 -28	-23%	-$6.6K	﹤0.01%	269
2021 Q4	$35K	Hold	120	–	–	0.01%	272
2021 Q3	$30K	Hold	120	–	–	0.01%	312
2021 Q2	$29K	Hold	120	–	–	0.01%	320
2021 Q1	$22K	Hold	120	–	–	﹤0.01%	300
2020 Q4	$23K	Hold	120	–	–	﹤0.01%	285
2020 Q3	$19K	Hold	120	–	–	﹤0.01%	287
2020 Q2	$21K	Buy	120 +21	+21%	+$3.11K	0.01%	269
2020 Q1	$12K	Buy	99 +36	+57%	+$5.24K	﹤0.01%	303
2019 Q4	$9K	Buy	63 +10	+19%	+$1.39K	﹤0.01%	396
2019 Q3	$7K	Hold	53	–	–	﹤0.01%	395
2019 Q2	$7K	Buy	53 +15	+39%	+$1.88K	﹤0.01%	387
2019 Q1	$5K	Buy	38 +14	+58%	+$1.5K	﹤0.01%	387
2018 Q4	$2K	Sell	24 -42	-64%	-$4.47K	﹤0.01%	480
2018 Q3	$9K	Hold	66	–	–	﹤0.01%	327
2018 Q2	$8K	Hold	66	–	–	﹤0.01%	328
2018 Q1	$8K	Hold	66	–	–	﹤0.01%	338
2017 Q4	$8K	Buy	66 +47	+247%	+$5.28K	﹤0.01%	334
2017 Q3	$2K	Buy	+19	New	+$2.51K	﹤0.01%	485
2015 Q4	–	Sell	-12	Closed	-$1K	–	549
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	470
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	444
2015 Q1	$1K	Hold	12	–	–	﹤0.01%	460
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	453
2014 Q3	$1K	Hold	12	–	–	﹤0.01%	456
2014 Q2	$0	Hold	12	–	–	﹤0.01%	481
2014 Q1	$0	Hold	12	–	–	﹤0.01%	498
2013 Q4	$1K	Buy	+12	New	+$780	﹤0.01%	499

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Tarbox Family Office's EFX Position: Q2 2022 in Review

Tarbox Family Office sold out of Equifax (EFX) in Q2 2022, closing a stake of 92 shares — an estimated $22K sold.

Tarbox Family Office first reported a position in EFX in Q4 2013 and held it in 27 quarters. The position peaked at $35K in Q4 2021. 634 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Tarbox Family Office reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 92 Equifax shares in Q2 2022, an estimated $22K.
Tarbox Family Office first reported a position in Equifax in Q4 2013 and held it in 27 quarters.
Tarbox Family Office's Equifax position peaked at $35K in Q4 2021.
634 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.