Flagship Harbor Advisors’s Equifax EFX Stock Holding History

Flagship Harbor Advisors’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 Q4	–	Sell	-420	Closed	-$66K	–	854
2020 Q3	$66K	Sell	420 -13	-3%	-$2.13K	0.01%	767
2020 Q2	$74K	Buy	433 +331	+325%	+$49K	0.01%	741
2020 Q1	$12K	Hold	102	–	–	﹤0.01%	1164
2019 Q4	$14K	Buy	102 +1	+1%	+$139	﹤0.01%	1228
2019 Q3	$14K	Hold	101	–	–	﹤0.01%	1196
2019 Q2	$13K	Hold	101	–	–	﹤0.01%	1203
2019 Q1	$11K	Buy	101 +1	+1%	+$107	﹤0.01%	1265
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	1256
2018 Q3	$13K	Hold	100	–	–	﹤0.01%	1290
2018 Q2	$12K	Buy	+100	New	+$11.8K	﹤0.01%	1288
2017 Q3	–	Sell	-3,042	Closed	-$424K	–	355
2017 Q2	$424K	Buy	3,042 +8	+0.3%	+$1.1K	0.15%	177
2017 Q1	$414K	Buy	+3,034	New	+$386K	0.16%	163

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Flagship Harbor Advisors's EFX Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Equifax (EFX) in Q4 2020, closing a stake of 420 shares — an estimated $66K sold.

Flagship Harbor Advisors first reported a position in EFX in Q1 2017 and held it in 12 quarters. The position peaked at $424K in Q2 2017. 594 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

Flagship Harbor Advisors reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 420 Equifax shares in Q4 2020, an estimated $66K.
Flagship Harbor Advisors first reported a position in Equifax in Q1 2017 and held it in 12 quarters.
Flagship Harbor Advisors's Equifax position peaked at $424K in Q2 2017.
594 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.