EWM
EFX icon

Executive Wealth Management’s Equifax EFX Stock Holding History

Executive 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
-42
Closed -$6K – 322
2019
Q2 		$6K Hold
42
– – ﹤0.01% 682
2019
Q1 		$5K Sell
42
-40
-49% -$4.27K ﹤0.01% 640
2018
Q4 		$8K Buy
+82
New +$8.73K ﹤0.01% 605

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

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

Executive Wealth Management sold out of Equifax (EFX) in Q3 2019, closing a stake of 42 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in EFX in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

  • Executive Wealth Management reported no remaining Equifax position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 42 Equifax shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in Equifax in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Equifax position peaked at $8K in Q4 2018.
  • 499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.