ADIM
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Alpha DNA Investment Management’s Equifax EFX Stock Holding History

Alpha DNA 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
2021
Q2 		– Sell
-130
Closed -$22K – 261
2021
Q1 		$22K Buy
130
+66
+103% +$11.7K 0.03% 242
2020
Q4 		$12K Buy
+64
New +$10.8K 0.01% 287

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha DNA Investment Management's EFX Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Equifax (EFX) in Q2 2021, closing a stake of 130 shares — an estimated $22K sold.

Alpha DNA Investment Management first reported a position in EFX in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 629 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 130 Equifax shares in Q2 2021, an estimated $22K.
  • Alpha DNA Investment Management first reported a position in Equifax in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Equifax position peaked at $22K in Q1 2021.
  • 629 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.