Morningstar Investment Services LLC Equifax Inc Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Equifax Inc stock. As of the latest transaction made, Morningstar Investment Services LLC holds 1,994 shares of EFX stock, worth $515,309. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,994

Previous 1,126 77.09%

Holding current value

$515,309

Previous $270,000 114.44%

% of portfolio

0.01%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$236.42 - $307.13 $205,212 - $266,588	868 Added 77.09%	1,994 $579,000
Q2 2024 Aug 13, 2024	BUY	$216.2 - $262.74 $12,755 - $15,501	59 Added 5.53%	1,126 $270,000
Q1 2024 May 15, 2024	BUY	$233.03 - $273.59 $248,643 - $291,920	1,067 New	1,067 $280,000
Q3 2023 Nov 14, 2023	BUY	$180.36 - $237.81 $2.74 Million - $3.61 Million	15,172 Added 210.02%	22,396 $4.1 Million
Q2 2023 Aug 14, 2023	SELL	$194.8 - $235.3 $53,570 - $64,707	-275 Reduced 3.67%	7,224 $1.69 Million
Q1 2023 May 15, 2023	BUY	$193.14 - $230.65 $1.45 Million - $1.73 Million	7,499 New	7,499 $1.52 Million
Q4 2022 Feb 10, 2023	BUY	$150.24 - $207.1 $600 - $828	4 Added 0.17%	2,309 $470,000
Q3 2022 Nov 14, 2022	SELL	$167.1 - $222.33 $2.29 Million - $3.04 Million	-13,675 Reduced 85.58%	2,305 $384,000
Q2 2022 Aug 12, 2022	BUY	$170.35 - $234.5 $430,985 - $593,285	2,530 Added 18.81%	15,980 $2.88 Million
Q1 2022 May 10, 2022	BUY	$208.16 - $285.61 $2.8 Million - $3.84 Million	13,450 New	13,450 $3.22 Million
Q4 2019 Feb 10, 2020	SELL	$133.25 - $146.7 $203,872 - $224,450	-1,530 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$134.68 - $146.78 $270,841 - $295,174	-2,011 Reduced 56.79%	1,530 $215,000
Q2 2019 Aug 13, 2019	SELL	$116.43 - $135.24 $38,887 - $45,170	-334 Reduced 8.62%	3,541 $479,000
Q1 2019 May 13, 2019	SELL	$91.34 - $118.5 $49,871 - $64,701	-546 Reduced 12.35%	3,875 $459,000
Q4 2018 Feb 14, 2019	BUY	$90.0 - $132.39 $141,480 - $208,117	1,572 Added 55.18%	4,421 $412,000
Q3 2018 Nov 08, 2018	BUY	$123.25 - $138.06 $69,143 - $77,451	561 Added 24.52%	2,849 $372,000
Q2 2018 Aug 03, 2018	BUY	$111.26 - $128.03 $254,562 - $292,932	2,288 New	2,288 $286,000

Others Institutions Holding EFX

# of Institutions

898

Shares Held

111M

Call Options Held

298K

Put Options Held

231K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $31.6B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

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Morningstar Investment Services LLC Equifax Inc Transaction History