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Itau Unibanco Holding S.A.’s Equifax EFX Stock Holding History

Itau Unibanco Holding S.A.’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
Q4 		– Sell
-456
Closed -$61K – 908
2019
Q3 		$61K Buy
+456
New +$64.3K ﹤0.01% 229
2018
Q3 		– Sell
-1,404
Closed -$175K – 654
2018
Q2 		$175K Buy
1,404
+199
+17% +$23.6K 0.02% 342
2018
Q1 		$142K Buy
1,205
+809
+204% +$97.1K ﹤0.01% 407
2017
Q4 		$47K Buy
396
+106
+37% +$11.9K ﹤0.01% 435
2017
Q3 		$97K Sell
290
-1,207
-81% -$160K 0.01% 524
2017
Q2 		$206K Buy
1,497
+1,320
+746% +$181K 0.02% 186
2017
Q1 		$24K Buy
+177
New +$22.5K ﹤0.01% 366

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EFX Position: Q4 2019 in Review

Itau Unibanco Holding S.A. sold out of Equifax (EFX) in Q4 2019, closing a stake of 456 shares — an estimated $61K sold.

Itau Unibanco Holding S.A. first reported a position in EFX in Q1 2017 and held it in 7 quarters. The position peaked at $206K in Q2 2017. 520 funds tracked by Wall St. Rank hold EFX as of Q4 2019.

  • Itau Unibanco Holding S.A. reported no remaining Equifax position as of Q4 2019 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 456 Equifax shares in Q4 2019, an estimated $61K.
  • Itau Unibanco Holding S.A. first reported a position in Equifax in Q1 2017 and held it in 7 quarters.
  • Itau Unibanco Holding S.A.'s Equifax position peaked at $206K in Q2 2017.
  • 520 funds tracked by Wall St. Rank held Equifax as of Q4 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2019, filed 14 Feb 2020.