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Cornerstone Advisors (Washington)’s Equifax EFX Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$57K Buy
366
+10
+3% +$1.64K 0.01% 242
2020
Q2 		$61K Buy
356
+118
+50% +$17.5K 0.01% 232
2020
Q1 		$28K Buy
238
+39
+20% +$5.67K ﹤0.01% 291
2019
Q4 		$28K Sell
199
-75
-27% -$10.4K ﹤0.01% 313
2019
Q3 		$39K Buy
274
+179
+188% +$25.2K 0.01% 251
2019
Q2 		$13K Buy
95
+30
+46% +$3.76K ﹤0.01% 714
2019
Q1 		$8K Buy
65
+25
+63% +$2.67K ﹤0.01% 757
2018
Q4 		$4K Hold
40
– – ﹤0.01% 794
2018
Q3 		$5K Hold
40
– – ﹤0.01% 767
2018
Q2 		$5K Hold
40
– – ﹤0.01% 729
2018
Q1 		$5K Sell
40
-149
-79% -$17.9K ﹤0.01% 700
2017
Q4 		$22K Hold
189
– – 0.01% 465
2017
Q3 		$20K Sell
189
-930
-83% -$123K 0.01% 480
2017
Q2 		$154K Hold
1,119
– – 0.09% 140
2017
Q1 		$153K Hold
1,119
– – 0.08% 135
2016
Q4 		$132K Sell
1,119
-470
-30% -$57.4K 0.11% 142
2016
Q3 		$214K Buy
1,589
+1,549
+3,873% +$205K 0.18% 78
2016
Q2 		$5K Hold
40
– – 0.01% 557
2016
Q1 		$5K Hold
40
– – 0.01% 553
2015
Q4 		$4K Hold
40
– – ﹤0.01% 591
2015
Q3 		$4K Hold
40
– – ﹤0.01% 579
2015
Q2 		$4K Buy
40
+19
+90% +$1.85K ﹤0.01% 439
2015
Q1 		$2K Hold
21
– – ﹤0.01% 598
2014
Q4 		$2K Buy
+21
New +$1.62K ﹤0.01% 570

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EFX Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Equifax (EFX) stake by 2.8% in Q3 2020, buying an estimated $1.64K and bringing the position to 366 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #242.

Cornerstone Advisors (Washington) first reported a position in EFX in Q4 2014 and has held it in 24 quarters since. The position peaked at $214K in Q3 2016. 555 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Cornerstone Advisors (Washington) held 366 shares of Equifax worth $57K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 10 Equifax shares in Q3 2020, an estimated $1.64K.
  • Equifax made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #242 holding.
  • Cornerstone Advisors (Washington) first reported a position in Equifax in Q4 2014 and has held it in 24 quarters since.
  • Cornerstone Advisors (Washington)'s Equifax position peaked at $214K in Q3 2016.
  • 555 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.