CSat Investment Advisory’s Equifax EFX Stock Holding History

CSat Investment Advisory’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 Q1	$42K	Buy	232 +96	+71%	+$17K	0.04%	234
2020 Q4	$26K	Sell	136 -322	-70%	-$54.1K	0.02%	292
2020 Q3	$72K	Buy	458 +47	+11%	+$7.7K	0.01%	592
2020 Q2	$70K	Buy	411 +8	+2%	+$1.19K	0.01%	595
2020 Q1	$48K	Sell	403 -26	-6%	-$3.78K	0.01%	530
2019 Q4	$60K	Buy	429 +128	+43%	+$17.7K	0.02%	561
2019 Q3	$43K	Sell	301 -21	-7%	-$2.96K	0.01%	603
2019 Q2	$43K	Buy	322 +118	+58%	+$14.8K	0.02%	598
2019 Q1	$24K	Sell	204 -18	-8%	-$1.92K	0.01%	272
2018 Q4	$21K	Buy	222 +129	+139%	+$13.7K	0.01%	265
2018 Q3	$12K	Buy	93 +5	+6%	+$651	0.01%	332
2018 Q2	$11K	Buy	+88	New	+$10.4K	0.01%	322

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

CSat Investment Advisory's EFX Position: Q1 2021 in Review

CSat Investment Advisory increased its Equifax (EFX) stake by 71% in Q1 2021, buying an estimated $17K and bringing the position to 232 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #234.

CSat Investment Advisory first reported a position in EFX in Q2 2018 and has held it in 12 quarters since. The position peaked at $72K in Q3 2020. 589 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

CSat Investment Advisory held 232 shares of Equifax worth $42K as of Q1 2021.
CSat Investment Advisory bought 96 Equifax shares in Q1 2021, an estimated $17K.
Equifax made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #234 holding.
CSat Investment Advisory first reported a position in Equifax in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Equifax position peaked at $72K in Q3 2020.
589 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.