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Braun-Bostich & Associates’s Equifax EFX Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-253
Closed -$40K – 110
2020
Q3 		$40K Buy
+253
New +$41.4K 0.04% 161

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Braun-Bostich & Associates's EFX Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Equifax (EFX) in Q4 2020, closing a stake of 253 shares — an estimated $40K sold.

Braun-Bostich & Associates first reported a position in EFX in Q3 2020 and held it in 1 quarter. The position peaked at $40K in Q3 2020. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 253 Equifax shares in Q4 2020, an estimated $40K.
  • Braun-Bostich & Associates first reported a position in Equifax in Q3 2020 and held it in 1 quarter.
  • Braun-Bostich & Associates's Equifax position peaked at $40K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.