HWA
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Heritage Way Advisors’s Equifax EFX Stock Holding History

Heritage Way 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
2021
Q4 		$3.97M Sell
13,559
-1,438
-10% -$400K 1.49% 19
2021
Q3 		$3.8M Sell
14,997
-54
-0.4% -$14K 1.58% 18
2021
Q2 		$3.6M Sell
15,051
-940
-6% -$210K 1.48% 21
2021
Q1 		$2.9M Sell
15,991
-304
-2% -$53.7K 1.27% 35
2020
Q4 		$3.14M Sell
16,295
-436
-3% -$73.3K 1.45% 29
2020
Q3 		$2.63M Buy
16,731
+425
+3% +$69.6K 1.38% 29
2020
Q2 		$2.8M Buy
16,306
+106
+0.7% +$15.7K 1.64% 18
2020
Q1 		$1.94M Sell
16,200
-663
-4% -$96.4K 1.39% 33
2019
Q4 		$2.36M Sell
16,863
-217
-1% -$30.1K 1.37% 41
2019
Q3 		$2.4M Sell
17,080
-508
-3% -$71.6K 1.52% 33
2019
Q2 		$2.38M Sell
17,588
-28
-0.2% -$3.51K 1.52% 35
2019
Q1 		$2.09M Buy
17,616
+875
+5% +$93.4K 1.4% 41
2018
Q4 		$1.56M Buy
16,741
+1,298
+8% +$138K 1.2% 42
2018
Q3 		$2.02M Sell
15,443
-25
-0.2% -$3.26K 1.39% 36
2018
Q2 		$1.94M Sell
15,468
-75
-0.5% -$8.89K 1.42% 38
2018
Q1 		$1.83M Buy
15,543
+225
+1% +$27K 1.42% 36
2017
Q4 		$1.81M Buy
15,318
+940
+7% +$106K 1.36% 38
2017
Q3 		$1.52M Sell
14,378
-93
-0.6% -$12.3K 1.25% 43
2017
Q2 		$1.99M Buy
14,471
+273
+2% +$37.5K 1.7% 28
2017
Q1 		$1.94M Buy
14,198
+125
+0.9% +$15.9K 1.79% 21
2016
Q4 		$1.66M Buy
+14,073
New +$1.72M 1.64% 32

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Way Advisors's EFX Position: Q4 2021 in Review

Heritage Way Advisors reduced its Equifax (EFX) stake by 9.6% in Q4 2021, selling an estimated $400K and leaving 13,559 shares worth $3.97M. The position accounts for 1.49% of the portfolio, ranked #19.

Heritage Way Advisors first reported a position in EFX in Q4 2016 and has held it in 21 quarters since. 696 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Heritage Way Advisors held 13,559 shares of Equifax worth $3.97M as of Q4 2021.
  • Heritage Way Advisors sold 1,438 Equifax shares in Q4 2021, an estimated $400K.
  • Equifax made up 1.49% of Heritage Way Advisors's portfolio in Q4 2021, its #19 holding.
  • Heritage Way Advisors first reported a position in Equifax in Q4 2016 and has held it in 21 quarters since.
  • 696 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.