Washington Trust Bank’s Equifax EFX Stock Holding History

Washington Trust Bank’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
2024 Q1	–	Sell	-1,000	Closed	-$247K	–	226
2023 Q4	$247K	Buy	+1,000	New	+$203K	0.02%	199
2023 Q3	–	Sell	-1,000	Closed	-$235K	–	218
2023 Q2	$235K	Hold	1,000	–	–	0.02%	199
2023 Q1	$203K	Buy	+1,000	New	+$208K	0.02%	213
2022 Q2	–	Sell	-1,000	Closed	-$237K	–	225
2022 Q1	$237K	Hold	1,000	–	–	0.03%	200
2021 Q4	$293K	Hold	1,000	–	–	0.03%	186
2021 Q3	$253K	Hold	1,000	–	–	0.03%	166
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.03%	161
2019 Q2	–	Sell	-1,000	Closed	-$119K	–	294
2019 Q1	$119K	Hold	1,000	–	–	0.02%	235
2018 Q4	$93K	Sell	1,000 -16	-2%	-$1.7K	0.01%	267
2018 Q3	$133K	Buy	1,016 +16	+2%	+$2.08K	0.02%	251
2018 Q2	$125K	Hold	1,000	–	–	0.02%	272
2018 Q1	$118K	Sell	1,000 -17	-2%	-$2.04K	0.02%	284
2017 Q4	$120K	Buy	1,017 +17	+2%	+$1.91K	0.02%	285
2017 Q3	$106K	Buy	+1,000	New	+$132K	0.02%	300
2017 Q1	–	Sell	-41	Closed	-$5K	–	757
2016 Q4	$5K	Sell	41 -17	-29%	-$2.08K	﹤0.01%	615
2016 Q3	$8K	Buy	58 +29	+100%	+$3.85K	﹤0.01%	561
2016 Q2	$4K	Buy	+29	New	+$3.51K	﹤0.01%	657
2014 Q3	–	Sell	-1,000	Closed	-$73K	–	820
2014 Q2	$73K	Hold	1,000	–	–	0.01%	425
2014 Q1	$68K	Buy	+1,000	New	+$69.9K	0.01%	424

Other funds holding EFX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

GIM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Bank's EFX Position: Q1 2024 in Review

Washington Trust Bank sold out of Equifax (EFX) in Q1 2024, closing a stake of 1,000 shares — an estimated $247K sold.

Washington Trust Bank first reported a position in EFX in Q1 2014 and held it in 19 quarters. The position peaked at $293K in Q4 2021. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Washington Trust Bank reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
Washington Trust Bank sold 1,000 Equifax shares in Q1 2024, an estimated $247K.
Washington Trust Bank first reported a position in Equifax in Q1 2014 and held it in 19 quarters.
Washington Trust Bank's Equifax position peaked at $293K in Q4 2021.
769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Washington Trust Bank's 13F filing for Q1 2024, filed 14 May 2024.