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 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 $3.37T AUM 44.26% 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

USA Financial Formulas's EFX Position: Q4 2023 in Review

USA Financial Formulas sold out of Equifax (EFX) in Q4 2023, closing a stake of 2 shares — an estimated $366 sold.

USA Financial Formulas first reported a position in EFX in Q2 2015 and held it in 11 quarters. The position peaked at $2.9M in Q3 2016. 728 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

USA Financial Formulas reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
USA Financial Formulas sold 2 Equifax shares in Q4 2023, an estimated $366.
USA Financial Formulas first reported a position in Equifax in Q2 2015 and held it in 11 quarters.
USA Financial Formulas's Equifax position peaked at $2.9M in Q3 2016.
728 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.