HFS
EFX icon

HL Financial Services’s Equifax EFX Stock Holding History

HL 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
2019
Q1 		$271K Hold
2,288
– – ﹤0.01% 640
2018
Q4 		$213K Hold
2,288
– – ﹤0.01% 676
2018
Q3 		$299K Hold
2,288
– – ﹤0.01% 641
2018
Q2 		$286K Sell
2,288
-40
-2% -$4.74K 0.01% 591
2018
Q1 		$274K Sell
2,328
-340
-13% -$40.8K ﹤0.01% 604
2017
Q4 		$315K Buy
2,668
+345
+15% +$38.8K 0.01% 501
2017
Q3 		$246K Sell
2,323
-250
-10% -$33.1K ﹤0.01% 611
2017
Q2 		$354K Buy
+2,573
New +$353K 0.01% 543

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

HL Financial Services's EFX Position: Q1 2019 in Review

HL Financial Services held its Equifax (EFX) position steady in Q1 2019 at 2,288 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

HL Financial Services first reported a position in EFX in Q2 2017 and has held it in 8 quarters since. The position peaked at $354K in Q2 2017. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • HL Financial Services held 2,288 shares of Equifax worth $271K as of Q1 2019.
  • HL Financial Services left its Equifax share count unchanged in Q1 2019.
  • Equifax made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #640 holding.
  • HL Financial Services first reported a position in Equifax in Q2 2017 and has held it in 8 quarters since.
  • HL Financial Services's Equifax position peaked at $354K in Q2 2017.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.