Aperio Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9.71M | Buy |
50,356
+946
| +2% | +$159K | 0.03% | 575 |
|
|
2020
Q3 | $7.75M | Sell |
49,410
-1,277
| -3% | -$209K | 0.03% | 560 |
|
|
2020
Q2 | $8.71M | Sell |
50,687
-1,205
| -2% | -$179K | 0.03% | 512 |
|
|
2020
Q1 | $6.2M | Buy |
51,892
+7,292
| +16% | +$1.06M | 0.03% | 569 |
|
|
2019
Q4 | $6.25M | Buy |
44,600
+2,533
| +6% | +$351K | 0.02% | 659 |
|
|
2019
Q3 | $5.92M | Buy |
42,067
+1,343
| +3% | +$189K | 0.02% | 652 |
|
|
2019
Q2 | $5.51M | Buy |
40,724
+802
| +2% | +$101K | 0.02% | 678 |
|
|
2019
Q1 | $4.73M | Sell |
39,922
-132
| -0.3% | -$14.1K | 0.02% | 724 |
|
|
2018
Q4 | $3.73M | Sell |
40,054
-5,710
| -12% | -$608K | 0.02% | 752 |
|
|
2018
Q3 | $5.97M | Buy |
45,764
+2,329
| +5% | +$303K | 0.03% | 619 |
|
|
2018
Q2 | $5.43M | Sell |
43,435
-581
| -1% | -$68.8K | 0.03% | 630 |
|
|
2018
Q1 | $5.19M | Buy |
44,016
+1,949
| +5% | +$234K | 0.03% | 638 |
|
|
2017
Q4 | $4.96M | Buy |
42,067
+8,087
| +24% | +$909K | 0.03% | 643 |
|
|
2017
Q3 | $3.6M | Buy |
33,980
+200
| +0.6% | +$26.4K | 0.02% | 720 |
|
|
2017
Q2 | $4.64M | Buy |
33,780
+2,308
| +7% | +$317K | 0.03% | 619 |
|
|
2017
Q1 | $4.3M | Buy |
31,472
+2,661
| +9% | +$338K | 0.03% | 606 |
|
|
2016
Q4 | $3.41M | Sell |
28,811
-5,343
| -16% | -$653K | 0.03% | 638 |
|
|
2016
Q3 | $4.6M | Buy |
34,154
+3,490
| +11% | +$463K | 0.03% | 567 |
|
|
2016
Q2 | $3.94M | Buy |
30,664
+267
| +0.9% | +$32.3K | 0.03% | 587 |
|
|
2016
Q1 | $3.47M | Buy |
30,397
+4,308
| +17% | +$453K | 0.03% | 606 |
|
|
2015
Q4 | $2.9M | Buy |
26,089
+2,503
| +11% | +$270K | 0.03% | 622 |
|
|
2015
Q3 | $2.29M | Buy |
23,586
+2,883
| +14% | +$286K | 0.02% | 687 |
|
|
2015
Q2 | $2.01M | Buy |
20,703
+2,275
| +12% | +$222K | 0.02% | 712 |
|
|
2015
Q1 | $1.71M | Buy |
18,428
+984
| +6% | +$87.3K | 0.02% | 744 |
|
|
2014
Q4 | $1.41M | Buy |
17,444
+275
| +2% | +$21.3K | 0.02% | 766 |
|
|
2014
Q3 | $1.28M | Buy |
17,169
+491
| +3% | +$37.4K | 0.02% | 758 |
|
|
2014
Q2 | $1.21M | Sell |
16,678
-337
| -2% | -$23.7K | 0.02% | 774 |
|
|
2014
Q1 | $1.16M | Buy |
+17,015
| New | +$1.19M | 0.02% | 927 |
|
|
2013
Q4 | – | Sell |
-12,732
| Closed | -$828K | – | 941 |
|
|
2013
Q3 | $762K | Buy |
12,732
+723
| +6% | +$44.5K | 0.01% | 956 |
|
|
2013
Q2 | $708K | Buy |
+12,009
| New | +$724K | 0.02% | 894 |
|
Other funds holding EFX
GIM
Aperio Group's EFX Position: Q4 2020 in Review
Aperio Group increased its Equifax (EFX) stake by 1.9% in Q4 2020, buying an estimated $159K and bringing the position to 50,356 shares worth $9.71M. The position accounts for 0.03% of the portfolio, ranked #575.
Aperio Group first reported a position in EFX in Q2 2013 and has held it in 30 quarters since. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2020.
- Aperio Group held 50,356 shares of Equifax worth $9.71M as of Q4 2020.
- Aperio Group bought 946 Equifax shares in Q4 2020, an estimated $159K.
- Equifax made up 0.03% of Aperio Group's portfolio in Q4 2020, its #575 holding.
- Aperio Group first reported a position in Equifax in Q2 2013 and has held it in 30 quarters since.
- 593 funds tracked by Wall St. Rank held Equifax as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.