CIM
EFX icon

Contravisory Investment Management’s Equifax EFX Stock Holding History

Contravisory Investment 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
2020
Q4 		– Sell
-2,718
Closed -$426K – 253
2020
Q3 		$426K Sell
2,718
-27
-1% -$4.42K 0.15% 73
2020
Q2 		$466K Buy
2,745
+145
+6% +$21.5K 0.17% 60
2020
Q1 		$311K Sell
2,600
-46
-2% -$6.69K 0.14% 74
2019
Q4 		$371K Buy
2,646
+30
+1% +$4.16K 0.14% 93
2019
Q3 		$368K Sell
2,616
-26
-1% -$3.66K 0.14% 88
2019
Q2 		$357K Buy
+2,642
New +$331K 0.14% 92
2018
Q4 		– Sell
-2,281
Closed -$298K – 307
2018
Q3 		$298K Buy
+2,281
New +$297K 0.11% 117
2017
Q1 		– Sell
-645
Closed -$76K – 298
2016
Q4 		$76K Buy
645
+76
+13% +$9.29K 0.03% 110
2016
Q3 		$77K Buy
569
+115
+25% +$15.2K 0.02% 93
2016
Q2 		$58K Sell
454
-1,561
-77% -$189K 0.02% 91
2016
Q1 		$230K Sell
2,015
-290
-13% -$30.5K 0.07% 53
2015
Q4 		$257K Sell
2,305
-30
-1% -$3.24K 0.07% 57
2015
Q3 		$227K Sell
2,335
-230
-9% -$22.8K 0.05% 59
2015
Q2 		$249K Hold
2,565
– – 0.05% 60
2015
Q1 		$239K Sell
2,565
-260
-9% -$23.1K 0.05% 60
2014
Q4 		$228K Buy
+2,825
New +$219K 0.05% 66

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Contravisory Investment Management's EFX Position: Q4 2020 in Review

Contravisory Investment Management sold out of Equifax (EFX) in Q4 2020, closing a stake of 2,718 shares — an estimated $426K sold.

Contravisory Investment Management first reported a position in EFX in Q4 2014 and held it in 16 quarters. The position peaked at $466K in Q2 2020. 594 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Contravisory Investment Management reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 2,718 Equifax shares in Q4 2020, an estimated $426K.
  • Contravisory Investment Management first reported a position in Equifax in Q4 2014 and held it in 16 quarters.
  • Contravisory Investment Management's Equifax position peaked at $466K in Q2 2020.
  • 594 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Contravisory Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.