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Berman Capital Advisors’s Equifax EFX Stock Holding History

Berman Capital 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
Q3 		$273K Buy
1,079
+161
+18% +$41.8K 0.04% 216
2021
Q2 		$219K Buy
918
+114
+14% +$25.5K 0.03% 217
2021
Q1 		$145K Sell
804
-378
-32% -$66.8K 0.03% 232
2020
Q4 		$227K Buy
1,182
+93
+9% +$15.6K 0.05% 147
2020
Q3 		$170K Sell
1,089
-25
-2% -$4.09K 0.05% 164
2020
Q2 		$191K Sell
1,114
-52
-4% -$7.7K 0.05% 148
2020
Q1 		$138K Sell
1,166
-31
-3% -$4.51K 0.04% 154
2019
Q4 		$167K Sell
1,197
-1
-0.1% -$139 0.05% 157
2019
Q3 		$168K Sell
1,198
-1
-0.1% -$141 0.05% 148
2019
Q2 		$162K Buy
1,199
+10
+0.8% +$1.25K 0.05% 149
2019
Q1 		$140K Sell
1,189
-126
-10% -$13.5K 0.05% 156
2018
Q4 		$122K Buy
+1,315
New +$140K 0.05% 151

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 $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Berman Capital Advisors's EFX Position: Q3 2021 in Review

Berman Capital Advisors increased its Equifax (EFX) stake by 18% in Q3 2021, buying an estimated $41.8K and bringing the position to 1,079 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #216.

Berman Capital Advisors first reported a position in EFX in Q4 2018 and has held it in 12 quarters since. 657 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Berman Capital Advisors held 1,079 shares of Equifax worth $273K as of Q3 2021.
  • Berman Capital Advisors bought 161 Equifax shares in Q3 2021, an estimated $41.8K.
  • Equifax made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #216 holding.
  • Berman Capital Advisors first reported a position in Equifax in Q4 2018 and has held it in 12 quarters since.
  • 657 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.