Carroll Financial Associates’s Equifax EFX Stock Holding History

Carroll Financial 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
2021 Q4	$150K	Buy	516 +209	+68%	+$58.2K	0.01%	439
2021 Q3	$77K	Hold	307	–	–	﹤0.01%	611
2021 Q2	$73K	Buy	307 +7	+2%	+$1.56K	﹤0.01%	677
2021 Q1	$54K	Hold	300	–	–	﹤0.01%	750
2020 Q4	$57K	Hold	300	–	–	﹤0.01%	667
2020 Q3	$47K	Hold	300	–	–	﹤0.01%	666
2020 Q2	$51K	Hold	300	–	–	﹤0.01%	647
2020 Q1	$35K	Hold	300	–	–	﹤0.01%	654
2019 Q4	$42K	Hold	300	–	–	﹤0.01%	690
2019 Q3	$42K	Hold	300	–	–	﹤0.01%	658
2019 Q2	$40K	Hold	300	–	–	﹤0.01%	657
2019 Q1	$35K	Hold	300	–	–	﹤0.01%	629
2018 Q4	$28K	Hold	300	–	–	﹤0.01%	593
2018 Q3	$39K	Sell	300 -20	-6%	-$2.61K	﹤0.01%	553
2018 Q2	$40K	Hold	320	–	–	﹤0.01%	532
2018 Q1	$37K	Buy	+320	New	+$38.4K	﹤0.01%	543

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carroll Financial Associates's EFX Position: Q4 2021 in Review

Carroll Financial Associates increased its Equifax (EFX) stake by 68% in Q4 2021, buying an estimated $58.2K and bringing the position to 516 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #439.

Carroll Financial Associates first reported a position in EFX in Q1 2018 and has held it in 16 quarters since. 696 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

Carroll Financial Associates held 516 shares of Equifax worth $150K as of Q4 2021.
Carroll Financial Associates bought 209 Equifax shares in Q4 2021, an estimated $58.2K.
Equifax made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #439 holding.
Carroll Financial Associates first reported a position in Equifax in Q1 2018 and has held it in 16 quarters since.
696 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.