Unigestion Holding’s Equifax EFX Stock Holding History

Unigestion Holding’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 Q4	–	Sell	-3,521	Closed	-$588K	–	226
2022 Q3	$588K	Hold	3,521	–	–	0.03%	160
2022 Q2	$644K	Buy	+3,521	New	+$705K	0.04%	164

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Unigestion Holding's EFX Position: Q4 2022 in Review

Unigestion Holding sold out of Equifax (EFX) in Q4 2022, closing a stake of 3,521 shares — an estimated $588K sold.

Unigestion Holding first reported a position in EFX in Q2 2022 and held it in 2 quarters. The position peaked at $644K in Q2 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Unigestion Holding reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
Unigestion Holding sold 3,521 Equifax shares in Q4 2022, an estimated $588K.
Unigestion Holding first reported a position in Equifax in Q2 2022 and held it in 2 quarters.
Unigestion Holding's Equifax position peaked at $644K in Q2 2022.
635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Unigestion Holding's 13F filing for Q4 2022, filed 13 Feb 2023.