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Wilbanks Smith & Thomas Asset Management’s Equifax EFX Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		$459K Sell
1,717
-14
-0.8% -$3.56K 0.01% 358
2023
Q4 		$428K Sell
1,731
-7
-0.4% -$1.42K 0.01% 359
2023
Q3 		$318K Buy
1,738
+13
+0.8% +$2.65K 0.01% 385
2023
Q2 		$406K Hold
1,725
– – 0.01% 360
2023
Q1 		$350K Hold
1,725
– – 0.01% 376
2022
Q4 		$335K Sell
1,725
-36
-2% -$6.58K 0.01% 376
2022
Q3 		$302K Buy
1,761
+11
+0.6% +$2.15K 0.01% 360
2022
Q2 		$320K Buy
1,750
+36
+2% +$7.21K 0.01% 368
2022
Q1 		$351K Sell
1,714
-10
-0.6% -$2.36K 0.01% 364
2021
Q4 		$505K Sell
1,724
-7
-0.4% -$1.95K 0.02% 330
2021
Q3 		$439K Sell
1,731
-10
-0.6% -$2.6K 0.02% 328
2021
Q2 		$417K Sell
1,741
-10
-0.6% -$2.23K 0.02% 341
2021
Q1 		$317K Buy
1,751
+243
+16% +$42.9K 0.01% 360
2020
Q4 		$291K Hold
1,508
– – 0.01% 341
2020
Q3 		$237K Hold
1,508
– – 0.01% 350
2020
Q2 		$259K Buy
+1,508
New +$223K 0.02% 329
2020
Q1 		– Sell
-1,458
Closed -$204K – 388
2019
Q4 		$204K Hold
1,458
– – 0.01% 396
2019
Q3 		$205K Buy
+1,458
New +$205K 0.01% 397
2018
Q4 		– Sell
-1,408
Closed -$184K – 609
2018
Q3 		$184K Buy
+1,408
New +$183K 0.01% 410
2017
Q3 		– Sell
-1,475
Closed -$203K – 341
2017
Q2 		$203K Hold
1,475
– – 0.02% 316
2017
Q1 		$202K Buy
+1,475
New +$188K 0.02% 309
2016
Q4 		– Sell
-1,559
Closed -$210K – 315
2016
Q3 		$210K Sell
1,559
-52
-3% -$6.89K 0.02% 264
2016
Q2 		$207K Buy
+1,611
New +$195K 0.02% 268

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EFX Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Equifax (EFX) stake by 0.81% in Q1 2024, selling an estimated $3.56K and leaving 1,717 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #358.

Wilbanks Smith & Thomas Asset Management first reported a position in EFX in Q2 2016 and has held it in 23 quarters since. The position peaked at $505K in Q4 2021. 767 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,717 shares of Equifax worth $459K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 14 Equifax shares in Q1 2024, an estimated $3.56K.
  • Equifax made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #358 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Equifax in Q2 2016 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Equifax position peaked at $505K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.