Thomas J. Herzfeld Advisors’s Equifax EFX Stock Holding History

Thomas J. Herzfeld Advisors’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	–	Sell	-38	Closed	-$6.96K	–	211
2023 Q3	$6.96K	Hold	38	–	–	﹤0.01%	207
2023 Q2	$8.94K	Hold	38	–	–	﹤0.01%	190
2023 Q1	$7.71K	Hold	38	–	–	﹤0.01%	174
2022 Q4	$7.39K	Buy	38 +2	+6%	+$366	﹤0.01%	187
2022 Q3	$6K	Hold	36	–	–	﹤0.01%	182
2022 Q2	$7K	Hold	36	–	–	﹤0.01%	184
2022 Q1	$9K	Hold	36	–	–	﹤0.01%	185
2021 Q4	$11K	Buy	36 +4	+13%	+$1.11K	﹤0.01%	196
2021 Q3	$8K	Hold	32	–	–	﹤0.01%	214
2021 Q2	$8K	Buy	32 +4	+14%	+$894	﹤0.01%	224
2021 Q1	$5K	Buy	28 +17	+155%	+$3K	﹤0.01%	251
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	286
2020 Q3	$2K	Buy	11 +1	+10%	+$164	﹤0.01%	236
2020 Q2	$2K	Buy	+10	New	+$1.48K	﹤0.01%	266

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Thomas J. Herzfeld Advisors's EFX Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Equifax (EFX) in Q4 2023, closing a stake of 38 shares — an estimated $6.96K sold.

Thomas J. Herzfeld Advisors first reported a position in EFX in Q2 2020 and held it in 14 quarters. The position peaked at $11K in Q4 2021. 727 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 38 Equifax shares in Q4 2023, an estimated $6.96K.
Thomas J. Herzfeld Advisors first reported a position in Equifax in Q2 2020 and held it in 14 quarters.
Thomas J. Herzfeld Advisors's Equifax position peaked at $11K in Q4 2021.
727 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.