Zeke Capital Advisors’s Equifax EFX Stock Holding History

Zeke Capital Advisors’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 Q4	$270K	Buy	1,387 +3	+0.2%	+$548	0.02%	362
2022 Q3	$237K	Sell	1,384 -6	-0.4%	-$1.18K	0.02%	374
2022 Q2	$254K	Buy	1,390 +11	+0.8%	+$2.2K	0.02%	382
2022 Q1	$327K	Buy	+1,379	New	+$325K	0.02%	344
2020 Q1	–	Sell	-3,399	Closed	-$476K	–	319
2019 Q4	$476K	Buy	3,399 +3	+0.1%	+$416	0.04%	390
2019 Q3	$478K	Sell	3,396 -884	-21%	-$125K	0.04%	366
2019 Q2	$579K	Sell	4,280 -41	-0.9%	-$5.14K	0.05%	323
2019 Q1	$512K	Sell	4,321 -82	-2%	-$8.75K	0.05%	352
2018 Q4	$410K	Sell	4,403 -1,057	-19%	-$113K	0.04%	377
2018 Q3	$713K	Sell	5,460 -1,669	-23%	-$217K	0.06%	314
2018 Q2	$892K	Hold	7,129	–	–	0.08%	205
2018 Q1	$840K	Hold	7,129	–	–	0.08%	226
2017 Q4	$841K	Buy	+7,129	New	+$801K	0.09%	184
2017 Q3	–	Sell	-1,600	Closed	-$220K	–	435
2017 Q2	$220K	Buy	+1,600	New	+$220K	0.04%	260

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

GIM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zeke Capital Advisors's EFX Position: Q4 2022 in Review

Zeke Capital Advisors increased its Equifax (EFX) stake by 0.22% in Q4 2022, buying an estimated $548 and bringing the position to 1,387 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #362.

Zeke Capital Advisors first reported a position in EFX in Q2 2017 and has held it in 14 quarters since. The position peaked at $892K in Q2 2018. 637 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

Zeke Capital Advisors held 1,387 shares of Equifax worth $270K as of Q4 2022.
Zeke Capital Advisors bought 3 Equifax shares in Q4 2022, an estimated $548.
Equifax made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #362 holding.
Zeke Capital Advisors first reported a position in Equifax in Q2 2017 and has held it in 14 quarters since.
Zeke Capital Advisors's Equifax position peaked at $892K in Q2 2018.
637 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.