TPM
EFX icon

Triasima Portfolio Management’s Equifax EFX Stock Holding History

Triasima Portfolio Management’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
-1,365
Closed -$324K – 149
2022
Q1 		$324K Sell
1,365
-10
-0.7% -$2.36K 0.02% 135
2021
Q4 		$403K Buy
1,375
+390
+40% +$109K 0.02% 134
2021
Q3 		$250K Hold
985
– – 0.01% 147
2021
Q2 		$236K Buy
+985
New +$220K 0.01% 169

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 $315B AUM 27.84% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triasima Portfolio Management's EFX Position: Q2 2022 in Review

Triasima Portfolio Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 1,365 shares — an estimated $324K sold.

Triasima Portfolio Management first reported a position in EFX in Q2 2021 and held it in 4 quarters. The position peaked at $403K in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Triasima Portfolio Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Triasima Portfolio Management sold 1,365 Equifax shares in Q2 2022, an estimated $324K.
  • Triasima Portfolio Management first reported a position in Equifax in Q2 2021 and held it in 4 quarters.
  • Triasima Portfolio Management's Equifax position peaked at $403K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Triasima Portfolio Management's 13F filing for Q2 2022, filed 20 Jul 2022.