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AMG National Trust Bank’s Equifax EFX Stock Holding History

AMG National Trust Bank’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
Q1 		– Sell
-1,920
Closed -$370K – 442
2020
Q4 		$370K Buy
1,920
+300
+19% +$50.4K 0.01% 379
2020
Q3 		$254K Hold
1,620
– – 0.01% 393
2020
Q2 		$278K Buy
+1,620
New +$240K 0.01% 377
2017
Q4 		– Sell
-2,018
Closed -$214K – 242
2017
Q3 		$214K Sell
2,018
-12,431
-86% -$1.64M 0.01% 218
2017
Q2 		$1.99M Buy
+14,449
New +$1.98M 0.14% 91

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMG National Trust Bank's EFX Position: Q1 2021 in Review

AMG National Trust Bank sold out of Equifax (EFX) in Q1 2021, closing a stake of 1,920 shares — an estimated $370K sold.

AMG National Trust Bank first reported a position in EFX in Q2 2017 and held it in 5 quarters. The position peaked at $1.99M in Q2 2017. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • AMG National Trust Bank reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • AMG National Trust Bank sold 1,920 Equifax shares in Q1 2021, an estimated $370K.
  • AMG National Trust Bank first reported a position in Equifax in Q2 2017 and held it in 5 quarters.
  • AMG National Trust Bank's Equifax position peaked at $1.99M in Q2 2017.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on AMG National Trust Bank's 13F filing for Q1 2021, filed 11 May 2021.