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Baron Silver Stevens Financial Advisors’s Equifax EFX Stock Holding History

Baron Silver Stevens Financial Advisors’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
-6
Closed -$1K – 166
2020
Q4 		$1K Buy
+6
New +$1.01K ﹤0.01% 441

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

Baron Silver Stevens Financial Advisors's EFX Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Equifax (EFX) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in EFX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 6 Equifax shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Equifax in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Equifax position peaked at $1K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.