HIIFS
EFX icon

Harel Insurance Investments & Financial Services’s Equifax EFX Stock Holding History

Harel Insurance Investments & Financial 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
2021
Q1 		– Sell
-263
Closed -$163K – 772
2020
Q4 		$163K Hold
263
– – ﹤0.01% 519
2020
Q3 		$41K Buy
+263
New +$43.1K ﹤0.01% 481

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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Harel Insurance Investments & Financial Services's EFX Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Equifax (EFX) in Q1 2021, closing a stake of 263 shares — an estimated $163K sold.

Harel Insurance Investments & Financial Services first reported a position in EFX in Q3 2020 and held it in 2 quarters. The position peaked at $163K in Q4 2020. 589 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 263 Equifax shares in Q1 2021, an estimated $163K.
  • Harel Insurance Investments & Financial Services first reported a position in Equifax in Q3 2020 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Equifax position peaked at $163K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.