BP’s Equifax EFX Stock Holding History

BP’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	–	Sell	-2,871	Closed	-$688K	–	170
2021 Q2	$688K	Sell	2,871 -1,370	-32%	-$306K	0.03%	320
2021 Q1	$768K	Sell	4,241 -1,314	-24%	-$232K	0.03%	355
2020 Q4	$1.07M	Sell	5,555 -5,545	-50%	-$932K	0.03%	312
2020 Q3	$1.74M	Sell	11,100 -900	-8%	-$147K	0.04%	318
2020 Q2	$2.06M	Hold	12,000	–	–	0.08%	274
2020 Q1	$1.43M	Sell	12,000 -1,000	-8%	-$145K	0.06%	300
2019 Q4	$1.82M	Hold	13,000	–	–	0.06%	315
2019 Q3	$1.83M	Hold	13,000	–	–	0.07%	304
2019 Q2	$1.76M	Buy	+13,000	New	+$1.63M	0.07%	316
2018 Q4	–	Sell	-15,000	Closed	-$1.96M	–	447
2018 Q3	$1.96M	Hold	15,000	–	–	0.06%	320
2018 Q2	$1.88M	Buy	+15,000	New	+$1.78M	0.06%	331
2017 Q3	–	Sell	-15,000	Closed	-$2.06M	–	424
2017 Q2	$2.06M	Hold	15,000	–	–	0.08%	279
2017 Q1	$2.05M	Sell	15,000 -22,000	-59%	-$2.8M	0.08%	282
2016 Q4	$4.37M	Sell	37,000 -18,000	-33%	-$2.2M	0.16%	161
2016 Q3	$7.4M	Hold	55,000	–	–	0.29%	102
2016 Q2	$7.06M	Buy	55,000 +39,000	+244%	+$4.72M	0.28%	109
2016 Q1	$1.83M	Hold	16,000	–	–	0.07%	268
2015 Q4	$1.78M	Hold	16,000	–	–	0.07%	266
2015 Q3	$1.55M	Buy	+16,000	New	+$1.59M	0.07%	254

Other funds holding EFX

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

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BP's EFX Position: Q3 2021 in Review

BP sold out of Equifax (EFX) in Q3 2021, closing a stake of 2,871 shares — an estimated $688K sold.

BP first reported a position in EFX in Q3 2015 and held it in 19 quarters. The position peaked at $7.4M in Q3 2016. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

BP reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
BP sold 2,871 Equifax shares in Q3 2021, an estimated $688K.
BP first reported a position in Equifax in Q3 2015 and held it in 19 quarters.
BP's Equifax position peaked at $7.4M in Q3 2016.
658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.