Welch Group’s Equifax EFX Stock Holding History

Welch Group’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 Q2	–	Sell	-831	Closed	-$222K	–	269
2024 Q1	$222K	Buy	+831	New	+$211K	0.01%	206

Other funds holding EFX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Group's EFX Position: Q2 2024 in Review

Welch Group sold out of Equifax (EFX) in Q2 2024, closing a stake of 831 shares — an estimated $222K sold.

Welch Group first reported a position in EFX in Q1 2024 and held it in 1 quarter. The position peaked at $222K in Q1 2024. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

Welch Group reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
Welch Group sold 831 Equifax shares in Q2 2024, an estimated $222K.
Welch Group first reported a position in Equifax in Q1 2024 and held it in 1 quarter.
Welch Group's Equifax position peaked at $222K in Q1 2024.
756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Welch Group's 13F filing for Q2 2024, filed 17 Jul 2024.