ECM
EFX icon

ETrade Capital Management’s Equifax EFX Stock Holding History

ETrade Capital 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
Q3 		$2.5M Sell
15,937
-620
-4% -$102K 0.05% 195
2020
Q2 		$2.85M Buy
16,557
+883
+6% +$131K 0.06% 170
2020
Q1 		$1.87M Sell
15,674
-1,665
-10% -$242K 0.05% 204
2019
Q4 		$2.43M Sell
17,339
-4,069
-19% -$564K 0.05% 194
2019
Q3 		$3.01M Buy
21,408
+8,097
+61% +$1.14M 0.08% 160
2019
Q2 		$1.8M Buy
13,311
+1,751
+15% +$220K 0.05% 226
2019
Q1 		$1.37M Buy
11,560
+6,137
+113% +$655K 0.04% 263
2018
Q4 		$505K Sell
5,423
-202
-4% -$21.5K 0.02% 477
2018
Q3 		$734K Buy
+5,625
New +$733K 0.02% 459
2017
Q2 		– Sell
-1,471
Closed -$201K – 704
2017
Q1 		$201K Buy
+1,471
New +$187K 0.01% 616
2013
Q4 		– Sell
-31
Closed -$2K – 858
2013
Q3 		$2K Buy
+31
New +$1.91K ﹤0.01% 840

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

ETrade Capital Management's EFX Position: Q3 2020 in Review

ETrade Capital Management reduced its Equifax (EFX) stake by 3.7% in Q3 2020, selling an estimated $102K and leaving 15,937 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #195.

ETrade Capital Management first reported a position in EFX in Q3 2013 and has held it in 11 quarters since. The position peaked at $3.01M in Q3 2019. 555 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • ETrade Capital Management held 15,937 shares of Equifax worth $2.5M as of Q3 2020.
  • ETrade Capital Management sold 620 Equifax shares in Q3 2020, an estimated $102K.
  • Equifax made up 0.05% of ETrade Capital Management's portfolio in Q3 2020, its #195 holding.
  • ETrade Capital Management first reported a position in Equifax in Q3 2013 and has held it in 11 quarters since.
  • ETrade Capital Management's Equifax position peaked at $3.01M in Q3 2019.
  • 555 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.