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USA Financial Formulas’s Equifax EFX Stock Holding History

USA Financial Formulas’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
-2
Closed -$366 – 398
2023
Q3 		$366 Hold
2
– – ﹤0.01% 474
2023
Q2 		$471 Hold
2
– – ﹤0.01% 435
2023
Q1 		$406 Buy
+2
New +$416 ﹤0.01% 382
2022
Q3 		$0 Hold
2
– – ﹤0.01% 333
2022
Q2 		$0 Hold
2
– – ﹤0.01% 364
2022
Q1 		$0 Sell
2
-4,767
-100% -$1.12M ﹤0.01% 388
2021
Q4 		$1.4M Buy
+4,769
New +$1.33M 1.2% 45
2020
Q3 		– Sell
-11,499
Closed -$1.98M – 336
2020
Q2 		$1.98M Buy
+11,499
New +$1.7M 1.47% 25
2019
Q4 		– Sell
-18,738
Closed -$2.64M – 251
2019
Q3 		$2.64M Buy
+18,738
New +$2.64M 1.02% 54
2016
Q4 		– Sell
-21,521
Closed -$2.9M – 279
2016
Q3 		$2.9M Buy
+21,521
New +$2.85M 0.74% 45
2015
Q3 		– Sell
-23,184
Closed -$2.25M – 123
2015
Q2 		$2.25M Buy
+23,184
New +$2.26M 0.69% 38

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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return