AG
EFX icon

Advisor Group’s Equifax EFX Stock Holding History

Advisor Group’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
2019
Q4 		$407K Sell
2,910
-761
-21% -$105K ﹤0.01% 1822
2019
Q3 		$516K Buy
3,671
+278
+8% +$39.2K ﹤0.01% 1596
2019
Q2 		$459K Buy
3,393
+222
+7% +$27.8K ﹤0.01% 1678
2019
Q1 		$376K Sell
3,171
-82
-3% -$8.75K ﹤0.01% 1802
2018
Q4 		$303K Sell
3,253
-175
-5% -$18.6K ﹤0.01% 1772
2018
Q3 		$448K Buy
3,428
+517
+18% +$67.4K ﹤0.01% 1550
2018
Q2 		$364K Sell
2,911
-64
-2% -$7.58K 0.01% 1542
2018
Q1 		$351K Sell
2,975
-1,472
-33% -$177K ﹤0.01% 1566
2017
Q4 		$524K Buy
4,447
+247
+6% +$27.8K 0.01% 1302
2017
Q3 		$445K Buy
4,200
+231
+6% +$30.5K 0.01% 1282
2017
Q2 		$545K Buy
3,969
+2,014
+103% +$276K 0.01% 1095
2017
Q1 		$267K Sell
1,955
-14
-0.7% -$1.78K 0.01% 1462
2016
Q4 		$232K Sell
1,969
-2,976
-60% -$364K 0.01% 1456
2016
Q3 		$667K Buy
4,945
+72
+1% +$9.55K 0.02% 819
2016
Q2 		$623K Buy
+4,873
New +$590K 0.02% 815

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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisor Group's EFX Position: Q4 2019 in Review

Advisor Group reduced its Equifax (EFX) stake by 21% in Q4 2019, selling an estimated $105K and leaving 2,910 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Advisor Group first reported a position in EFX in Q2 2016 and has held it in 15 quarters since. The position peaked at $667K in Q3 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q4 2019.

  • Advisor Group held 2,910 shares of Equifax worth $407K as of Q4 2019.
  • Advisor Group sold 761 Equifax shares in Q4 2019, an estimated $105K.
  • Equifax made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1822 holding.
  • Advisor Group first reported a position in Equifax in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Equifax position peaked at $667K in Q3 2016.
  • 520 funds tracked by Wall St. Rank held Equifax as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.