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	–	855
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

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 New York $5.7T 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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return