VitalStone Financial’s Equifax EFX Stock Holding History

VitalStone Financial’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 Q2	–	Sell	-65	Closed	-$19K	–	938
2023 Q1	$19K	Buy	+65	New	+$13.5K	0.02%	170

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VitalStone Financial's EFX Position: Q2 2023 in Review

VitalStone Financial sold out of Equifax (EFX) in Q2 2023, closing a stake of 65 shares — an estimated $19K sold.

VitalStone Financial first reported a position in EFX in Q1 2023 and held it in 1 quarter. The position peaked at $19K in Q1 2023. 686 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

VitalStone Financial reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 65 Equifax shares in Q2 2023, an estimated $19K.
VitalStone Financial first reported a position in Equifax in Q1 2023 and held it in 1 quarter.
VitalStone Financial's Equifax position peaked at $19K in Q1 2023.
686 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.