Ground Swell Capital’s Equifax EFX Stock Holding History

Ground Swell Capital’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	–	Sell	-1,062	Closed	-$254K	–	88
2021 Q2	$254K	Buy	+1,062	New	+$237K	1.21%	26
2014 Q3	$10K	Hold	136	–	–	0.02%	943
2014 Q2	$10K	Buy	+136	New	+$9.54K	0.02%	707

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

GIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ground Swell Capital's EFX Position: Q3 2021 in Review

Ground Swell Capital sold out of Equifax (EFX) in Q3 2021, closing a stake of 1,062 shares — an estimated $254K sold.

Ground Swell Capital first reported a position in EFX in Q2 2014 and held it in 3 quarters. The position peaked at $254K in Q2 2021. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

Ground Swell Capital reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
Ground Swell Capital sold 1,062 Equifax shares in Q3 2021, an estimated $254K.
Ground Swell Capital first reported a position in Equifax in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Equifax position peaked at $254K in Q2 2021.
658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.