Boys Arnold & Co’s Equifax EFX Stock Holding History

Boys Arnold & Co’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
2020 Q1	–	Sell	-1,620	Closed	-$227K	–	252
2019 Q4	$227K	Hold	1,620	–	–	0.03%	253
2019 Q3	$229K	Hold	1,620	–	–	0.03%	249
2019 Q2	$219K	Buy	+1,620	New	+$203K	0.03%	254
2018 Q4	–	Sell	-2,070	Closed	-$271K	–	270
2018 Q3	$271K	Hold	2,070	–	–	0.04%	250
2018 Q2	$259K	Hold	2,070	–	–	0.04%	251
2018 Q1	$246K	Hold	2,070	–	–	0.04%	263
2017 Q4	$244K	Sell	2,070 -400	-16%	-$45K	0.04%	256
2017 Q3	$262K	Buy	2,470 +400	+19%	+$52.9K	0.04%	247
2017 Q2	$284K	Hold	2,070	–	–	0.04%	246
2017 Q1	$283K	Sell	2,070 -200	-9%	-$25.4K	0.04%	248
2016 Q4	$268K	Hold	2,270	–	–	0.04%	251
2016 Q3	$305K	Hold	2,270	–	–	0.05%	239
2016 Q2	$291K	Buy	+2,270	New	+$275K	0.05%	231
2015 Q1	–	Sell	-3,025	Closed	-$245K	–	214
2014 Q4	$245K	Hold	3,025	–	–	0.05%	188
2014 Q3	$226K	Hold	3,025	–	–	0.04%	198
2014 Q2	$219K	Sell	3,025 -1,600	-35%	-$112K	0.04%	208
2014 Q1	$315K	Hold	4,625	–	–	0.06%	178
2013 Q4	$320K	Hold	4,625	–	–	0.06%	167
2013 Q3	$277K	Hold	4,625	–	–	0.06%	168
2013 Q2	$273K	Buy	+4,625	New	+$279K	0.06%	163

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boys Arnold & Co's EFX Position: Q1 2020 in Review

Boys Arnold & Co sold out of Equifax (EFX) in Q1 2020, closing a stake of 1,620 shares — an estimated $227K sold.

Boys Arnold & Co first reported a position in EFX in Q2 2013 and held it in 20 quarters. The position peaked at $320K in Q4 2013. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

Boys Arnold & Co reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
Boys Arnold & Co sold 1,620 Equifax shares in Q1 2020, an estimated $227K.
Boys Arnold & Co first reported a position in Equifax in Q2 2013 and held it in 20 quarters.
Boys Arnold & Co's Equifax position peaked at $320K in Q4 2013.
501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Boys Arnold & Co's 13F filing for Q1 2020, filed 24 Apr 2020.