IFP
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Independent Franchise Partners’s Equifax EFX Stock Holding History

Independent Franchise Partners’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
Q4 		– Sell
-191,437
Closed -$30M – 26
2020
Q3 		$30M Sell
191,437
-884,911
-82% -$145M 0.3% 25
2020
Q2 		$185M Sell
1,076,348
-860,924
-44% -$128M 1.88% 20
2020
Q1 		$231M Sell
1,937,272
-1,162,871
-38% -$169M 2.85% 18
2019
Q4 		$434M Sell
3,100,143
-691,062
-18% -$95.7M 4.35% 12
2019
Q3 		$533M Sell
3,791,205
-592,491
-14% -$83.5M 5.44% 9
2019
Q2 		$593M Sell
4,383,696
-59,743
-1% -$7.49M 6.1% 6
2019
Q1 		$527M Buy
4,443,439
+182,009
+4% +$19.4M 5.94% 6
2018
Q4 		$397M Buy
4,261,430
+171,723
+4% +$18.3M 4.87% 11
2018
Q3 		$534M Buy
4,089,707
+1,744
+0% +$227K 5.13% 11
2018
Q2 		$511M Buy
4,087,963
+196,372
+5% +$23.3M 4.84% 13
2018
Q1 		$458M Buy
+3,891,591
New +$467M 4.07% 14

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Independent Franchise Partners's EFX Position: Q4 2020 in Review

Independent Franchise Partners sold out of Equifax (EFX) in Q4 2020, closing a stake of 191,437 shares — an estimated $30M sold.

Independent Franchise Partners first reported a position in EFX in Q1 2018 and held it in 11 quarters. The position peaked at $593M in Q2 2019. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Independent Franchise Partners reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Independent Franchise Partners sold 191,437 Equifax shares in Q4 2020, an estimated $30M.
  • Independent Franchise Partners first reported a position in Equifax in Q1 2018 and held it in 11 quarters.
  • Independent Franchise Partners's Equifax position peaked at $593M in Q2 2019.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Independent Franchise Partners's 13F filing for Q4 2020, filed 16 Feb 2021.