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Vident Investment Advisory’s Equifax EFX Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-1,341
Closed -$316K – 316
2023
Q2 		$316K Buy
+1,341
New +$282K 0.01% 855
2022
Q2 		– Sell
-4,622
Closed -$1.09M – 1308
2022
Q1 		$1.09M Buy
4,622
+368
+9% +$86.7K 0.03% 661
2021
Q4 		$1.25M Buy
4,254
+2,211
+108% +$616K 0.03% 626
2021
Q3 		$517K Sell
2,043
-605
-23% -$157K 0.02% 868
2021
Q2 		$634K Buy
2,648
+129
+5% +$28.8K 0.02% 774
2021
Q1 		$457K Sell
2,519
-2,035
-45% -$359K 0.02% 813
2020
Q4 		$878K Buy
4,554
+2,053
+82% +$345K 0.04% 572
2020
Q3 		$392K Sell
2,501
-600
-19% -$98.3K 0.02% 720
2020
Q2 		$533K Buy
3,101
+594
+24% +$88K 0.03% 627
2020
Q1 		$299K Sell
2,507
-512
-17% -$74.5K 0.02% 686
2019
Q4 		$423K Sell
3,019
-834
-22% -$116K 0.03% 602
2019
Q3 		$542K Sell
3,853
-749
-16% -$106K 0.05% 311
2019
Q2 		$622K Sell
4,602
-1,048
-19% -$131K 0.05% 259
2019
Q1 		$670K Buy
5,650
+298
+6% +$31.8K 0.04% 488
2018
Q4 		$498K Buy
5,352
+937
+21% +$99.7K 0.03% 585
2018
Q3 		$576K Sell
4,415
-113
-2% -$14.7K 0.02% 642
2018
Q2 		$566K Sell
4,528
-516
-10% -$61.1K 0.02% 611
2018
Q1 		$590K Buy
5,044
+512
+11% +$61.5K 0.02% 545
2017
Q4 		$534K Buy
4,532
+2,040
+82% +$229K 0.02% 540
2017
Q3 		$264K Buy
+2,492
New +$330K 0.01% 653
2015
Q4 		– Sell
-45
Closed -$4K – 508
2015
Q3 		$4K Sell
45
-9
-17% -$894 ﹤0.01% 893
2015
Q2 		$5K Buy
+54
New +$5.27K ﹤0.01% 1009

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vident Investment Advisory's EFX Position: Q3 2023 in Review

Vident Investment Advisory sold out of Equifax (EFX) in Q3 2023, closing a stake of 1,341 shares — an estimated $316K sold.

Vident Investment Advisory first reported a position in EFX in Q2 2015 and held it in 22 quarters. The position peaked at $1.25M in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Vident Investment Advisory reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,341 Equifax shares in Q3 2023, an estimated $316K.
  • Vident Investment Advisory first reported a position in Equifax in Q2 2015 and held it in 22 quarters.
  • Vident Investment Advisory's Equifax position peaked at $1.25M in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.