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Doyle Wealth Management’s Equifax EFX Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-571
Closed -$77K – 344
2019
Q2 		$77K Buy
+571
New +$71.6K 0.01% 296
2019
Q1 		– Sell
-571
Closed -$53K – 332
2018
Q4 		$53K Buy
+571
New +$60.8K 0.01% 342

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doyle Wealth Management's EFX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Equifax (EFX) in Q3 2019, closing a stake of 571 shares — an estimated $77K sold.

Doyle Wealth Management first reported a position in EFX in Q4 2018 and held it in 2 quarters. The position peaked at $77K in Q2 2019. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Equifax position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 571 Equifax shares in Q3 2019, an estimated $77K.
  • Doyle Wealth Management first reported a position in Equifax in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Equifax position peaked at $77K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.