ZIM
EFX icon

Zacks Investment Management’s Equifax EFX Stock Holding History

Zacks Investment 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
2022
Q1 		– Sell
-10,242
Closed -$3M – 604
2021
Q4 		$3M Buy
10,242
+200
+2% +$55.7K 0.04% 248
2021
Q3 		$2.54M Buy
10,042
+245
+3% +$63.7K 0.04% 262
2021
Q2 		$2.35M Buy
+9,797
New +$2.19M 0.04% 272
2013
Q4 		– Sell
-4,416
Closed -$264K – 686
2013
Q3 		$264K Buy
4,416
+891
+25% +$54.8K 0.01% 551
2013
Q2 		$208K Buy
+3,525
New +$213K 0.01% 562

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's EFX Position: Q1 2022 in Review

Zacks Investment Management sold out of Equifax (EFX) in Q1 2022, closing a stake of 10,242 shares — an estimated $3M sold.

Zacks Investment Management first reported a position in EFX in Q2 2013 and held it in 5 quarters. The position peaked at $3M in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Zacks Investment Management reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Zacks Investment Management sold 10,242 Equifax shares in Q1 2022, an estimated $3M.
  • Zacks Investment Management first reported a position in Equifax in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's Equifax position peaked at $3M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.