CCFM
EFX icon

Clear Creek Financial Management’s Equifax EFX Stock Holding History

Clear Creek Financial Management’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
-14,519
Closed -$3.48M – 337
2021
Q2 		$3.48M Buy
+14,519
New +$3.24M 0.54% 52

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Clear Creek Financial Management's EFX Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Equifax (EFX) in Q3 2021, closing a stake of 14,519 shares — an estimated $3.48M sold.

Clear Creek Financial Management first reported a position in EFX in Q2 2021 and held it in 1 quarter. The position peaked at $3.48M in Q2 2021. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Clear Creek Financial Management reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 14,519 Equifax shares in Q3 2021, an estimated $3.48M.
  • Clear Creek Financial Management first reported a position in Equifax in Q2 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Equifax position peaked at $3.48M in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.