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Hanseatic Management Services’s Equifax EFX Stock Holding History

Hanseatic Management Services’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
Q3 		– Sell
-881
Closed -$151K – 202
2020
Q2 		$151K Hold
881
– – 0.13% 111
2020
Q1 		$105K Buy
+881
New +$128K 0.11% 125
2016
Q4 		– Sell
-24,747
Closed -$3.33M – 326
2016
Q3 		$3.33M Buy
24,747
+2,409
+11% +$319K 1.19% 19
2016
Q2 		$2.87M Sell
22,338
-1,835
-8% -$222K 1.09% 20
2016
Q1 		$2.76M Buy
24,173
+1,235
+5% +$130K 1% 31
2015
Q4 		$2.56M Buy
22,938
+15,278
+199% +$1.65M 0.89% 37
2015
Q3 		$744K Buy
+7,660
New +$761K 0.23% 145

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hanseatic Management Services's EFX Position: Q3 2020 in Review

Hanseatic Management Services sold out of Equifax (EFX) in Q3 2020, closing a stake of 881 shares — an estimated $151K sold.

Hanseatic Management Services first reported a position in EFX in Q3 2015 and held it in 7 quarters. The position peaked at $3.33M in Q3 2016. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Hanseatic Management Services reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Hanseatic Management Services sold 881 Equifax shares in Q3 2020, an estimated $151K.
  • Hanseatic Management Services first reported a position in Equifax in Q3 2015 and held it in 7 quarters.
  • Hanseatic Management Services's Equifax position peaked at $3.33M in Q3 2016.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Hanseatic Management Services's 13F filing for Q3 2020, filed 29 Oct 2020.