BOS
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Bingham Osborn & Scarborough’s Equifax EFX Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-878
Closed -$223K – 51
2021
Q3 		$223K Buy
878
+13
+2% +$3.38K 0.02% 148
2021
Q2 		$207K Buy
+865
New +$193K 0.01% 157

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bingham Osborn & Scarborough's EFX Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Equifax (EFX) in Q4 2021, closing a stake of 878 shares — an estimated $223K sold.

Bingham Osborn & Scarborough first reported a position in EFX in Q2 2021 and held it in 2 quarters. The position peaked at $223K in Q3 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 878 Equifax shares in Q4 2021, an estimated $223K.
  • Bingham Osborn & Scarborough first reported a position in Equifax in Q2 2021 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's Equifax position peaked at $223K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.