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TS Financial Group (TSFG)’s Equifax EFX Stock Holding History

TS Financial Group (TSFG)’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
2024
Q1 		– Sell
-70
Closed -$17K – 805
2023
Q4 		$17K Hold
70
– – 0.01% 416
2023
Q3 		$13K Hold
70
– – ﹤0.01% 481
2023
Q2 		$16K Hold
70
– – 0.01% 443
2023
Q1 		$14K Hold
70
– – 0.01% 462
2022
Q4 		$14K Hold
70
– – 0.01% 464
2022
Q3 		$12K Hold
70
– – 0.01% 476
2022
Q2 		$13K Buy
+70
New +$14K 0.01% 477
2021
Q1 		– Sell
-34
Closed -$7K – 798
2020
Q4 		$7K Buy
34
+2
+6% +$336 ﹤0.01% 547
2020
Q3 		$5K Hold
32
– – ﹤0.01% 546
2020
Q2 		$6K Hold
32
– – ﹤0.01% 506
2020
Q1 		$4K Buy
32
+4
+14% +$582 ﹤0.01% 499
2019
Q4 		$4K Hold
28
– – ﹤0.01% 537
2019
Q3 		$4K Hold
28
– – ﹤0.01% 550
2019
Q2 		$4K Hold
28
– – ﹤0.01% 532
2019
Q1 		$3K Buy
+28
New +$2.99K ﹤0.01% 540

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TS Financial Group (TSFG)'s EFX Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Equifax (EFX) in Q1 2024, closing a stake of 70 shares — an estimated $17K sold.

TS Financial Group (TSFG) first reported a position in EFX in Q1 2019 and held it in 15 quarters. The position peaked at $17K in Q4 2023. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 70 Equifax shares in Q1 2024, an estimated $17K.
  • TS Financial Group (TSFG) first reported a position in Equifax in Q1 2019 and held it in 15 quarters.
  • TS Financial Group (TSFG)'s Equifax position peaked at $17K in Q4 2023.
  • 769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.