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Jackson Creek Investment Advisors’s Equifax EFX Stock Holding History

Jackson Creek Investment 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 		– Sell
-1,576
Closed -$399K – 316
2021
Q3 		$399K Sell
1,576
-57
-3% -$14.8K 0.15% 252
2021
Q2 		$391K Sell
1,633
-776
-32% -$173K 0.15% 248
2021
Q1 		$436K Sell
2,409
-28
-1% -$4.95K 0.15% 250
2020
Q4 		$470K Sell
2,437
-935
-28% -$157K 0.18% 229
2020
Q3 		$529K Buy
+3,372
New +$552K 0.24% 222

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

Jackson Creek Investment Advisors's EFX Position: Q4 2021 in Review

Jackson Creek Investment Advisors sold out of Equifax (EFX) in Q4 2021, closing a stake of 1,576 shares — an estimated $399K sold.

Jackson Creek Investment Advisors first reported a position in EFX in Q3 2020 and held it in 5 quarters. The position peaked at $529K in Q3 2020. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Jackson Creek Investment Advisors reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,576 Equifax shares in Q4 2021, an estimated $399K.
  • Jackson Creek Investment Advisors first reported a position in Equifax in Q3 2020 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Equifax position peaked at $529K in Q3 2020.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.