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Equifax shares owned by HB Wealth Management

Quarter-by-quarter ownership of Equifax (EFX) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Equifax

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All positions including Equifax held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 17k 247.29
2023-09-30 $3.0M 16k 183.18
2023-06-30 $3.8M 16k 235.30
2023-03-31 $3.4M 17k 202.84
2022-12-31 $3.2M 16k 194.35
2022-09-30 $968k 5.6k 171.39
2022-06-30 $1.0M 5.6k 182.85
2022-03-31 $1.3M 5.5k 237.10
2021-12-31 $1.7M 5.8k 292.86

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding Equifax

Vanguard Group
Massachusetts Financial Services
Parnassus Investments
Cantillon Capital Mgnt
Van Eck Associates Corp.
Jensen Investment Management
Mitsubishi UFJ Asset Management
Veritas Asset Management
Harris Associates L.P
Marshall Wace
Bank of New York Mellon
Bessemer
Neuberger Berman Group
T. Rowe Price Associates
Legal & General Group

View all funds holding Equifax