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Telemus Capital’s Equifax EFX Stock Holding History

Telemus Capital’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
Q4 		$282K Sell
1,139
-302
-21% -$61.3K 0.02% 292
2023
Q3 		$264K Sell
1,441
-3,752
-72% -$766K 0.02% 271
2023
Q2 		$1.22M Sell
5,193
-207
-4% -$43.6K 0.1% 147
2023
Q1 		$1.1M Sell
5,400
-368
-6% -$76.6K 0.1% 162
2022
Q4 		$1.18M Sell
5,768
-382
-6% -$69.8K 0.11% 158
2022
Q3 		$1.05M Sell
6,150
-132
-2% -$25.9K 0.11% 153
2022
Q2 		$1.15M Sell
6,282
-491
-7% -$98.3K 0.11% 160
2022
Q1 		$1.61M Sell
6,773
-1,563
-19% -$368K 0.14% 136
2021
Q4 		$2.44M Sell
8,336
-350
-4% -$97.4K 0.2% 108
2021
Q3 		$2.2M Sell
8,686
-488
-5% -$127K 0.19% 105
2021
Q2 		$2.2M Sell
9,174
-654
-7% -$146K 0.16% 115
2021
Q1 		$1.83M Sell
9,828
-429
-4% -$75.8K 0.13% 135
2020
Q4 		$1.98M Buy
10,257
+40
+0.4% +$6.72K 0.15% 119
2020
Q3 		$1.67M Sell
10,217
-85
-0.8% -$13.9K 0.12% 144
2020
Q2 		$1.68M Sell
10,302
-295
-3% -$43.7K 0.13% 131
2020
Q1 		$1.63M Sell
10,597
-519
-5% -$75.5K 0.13% 130
2019
Q4 		$1.56M Sell
11,116
-353
-3% -$48.9K 0.12% 141
2019
Q3 		$1.61M Buy
11,469
+36
+0.3% +$5.07K 0.13% 130
2019
Q2 		$1.54M Sell
11,433
-239
-2% -$30K 0.14% 128
2019
Q1 		$1.38M Sell
11,672
-111
-0.9% -$11.8K 0.11% 149
2018
Q4 		$1.1M Sell
11,783
-365
-3% -$38.8K 0.09% 168
2018
Q3 		$1.59M Sell
12,148
-304
-2% -$39.6K 0.12% 142
2018
Q2 		$1.56M Sell
12,452
-136
-1% -$16.1K 0.12% 145
2018
Q1 		$1.48M Buy
12,588
+5,303
+73% +$637K 0.12% 153
2017
Q4 		$859K Buy
+7,285
New +$819K 0.07% 218

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Telemus Capital's EFX Position: Q4 2023 in Review

Telemus Capital reduced its Equifax (EFX) stake by 21% in Q4 2023, selling an estimated $61.3K and leaving 1,139 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #292.

Telemus Capital first reported a position in EFX in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.44M in Q4 2021. 728 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Telemus Capital held 1,139 shares of Equifax worth $282K as of Q4 2023.
  • Telemus Capital sold 302 Equifax shares in Q4 2023, an estimated $61.3K.
  • Equifax made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #292 holding.
  • Telemus Capital first reported a position in Equifax in Q4 2017 and has held it in 25 quarters since.
  • Telemus Capital's Equifax position peaked at $2.44M in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.