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Farr Miller & Washington’s Equifax EFX Stock Holding History

Farr Miller & 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
2021
Q3 		$2.07M Buy
8,180
+678
+9% +$176K 0.14% 70
2021
Q2 		$1.8M Buy
7,502
+748
+11% +$167K 0.12% 78
2021
Q1 		$1.22M Buy
6,754
+195
+3% +$34.4K 0.09% 87
2020
Q4 		$1.26M Buy
6,559
+290
+5% +$48.8K 0.1% 82
2020
Q3 		$984K Buy
6,269
+308
+5% +$50.5K 0.09% 86
2020
Q2 		$1.02M Sell
5,961
-115
-2% -$17K 0.08% 79
2020
Q1 		$726K Sell
6,076
-105
-2% -$15.3K 0.07% 79
2019
Q4 		$866K Buy
6,181
+720
+13% +$99.7K 0.06% 84
2019
Q3 		$768K Buy
5,461
+800
+17% +$113K 0.06% 83
2019
Q2 		$630K Buy
4,661
+124
+3% +$15.5K 0.05% 88
2019
Q1 		$538K Buy
4,537
+340
+8% +$36.3K 0.05% 93
2018
Q4 		$391K Sell
4,197
-230
-5% -$24.5K 0.04% 98
2018
Q3 		$578K Buy
4,427
+55
+1% +$7.17K 0.05% 91
2018
Q2 		$547K Buy
4,372
+65
+2% +$7.7K 0.05% 87
2018
Q1 		$507K Buy
4,307
+2,560
+147% +$307K 0.05% 97
2017
Q4 		$206K Sell
1,747
-1,105
-39% -$124K 0.02% 155
2017
Q3 		$302K Sell
2,852
-88
-3% -$11.6K 0.03% 126
2017
Q2 		$404K Buy
+2,940
New +$404K 0.04% 104

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Farr Miller & Washington's EFX Position: Q3 2021 in Review

Farr Miller & Washington increased its Equifax (EFX) stake by 9% in Q3 2021, buying an estimated $176K and bringing the position to 8,180 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #70.

Farr Miller & Washington first reported a position in EFX in Q2 2017 and has held it in 18 quarters since. 656 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Farr Miller & Washington held 8,180 shares of Equifax worth $2.07M as of Q3 2021.
  • Farr Miller & Washington bought 678 Equifax shares in Q3 2021, an estimated $176K.
  • Equifax made up 0.14% of Farr Miller & Washington's portfolio in Q3 2021, its #70 holding.
  • Farr Miller & Washington first reported a position in Equifax in Q2 2017 and has held it in 18 quarters since.
  • 656 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.