JOYN Advisors’s Equifax EFX Stock Holding History

JOYN 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
2019 Q2	–	Sell	-1,826	Closed	-$216K	–	134
2019 Q1	$216K	Buy	1,826 +9	+0.5%	+$961	0.05%	103
2018 Q4	$169K	Buy	1,817 +81	+5%	+$8.62K	0.04%	130
2018 Q3	$227K	Buy	1,736 +1,095	+171%	+$143K	0.04%	134
2018 Q2	$80K	Buy	641 +135	+27%	+$16K	0.02%	273
2018 Q1	$60K	Buy	+506	New	+$60.8K	0.01%	408

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JOYN Advisors's EFX Position: Q2 2019 in Review

JOYN Advisors sold out of Equifax (EFX) in Q2 2019, closing a stake of 1,826 shares — an estimated $216K sold.

JOYN Advisors first reported a position in EFX in Q1 2018 and held it in 5 quarters. The position peaked at $227K in Q3 2018. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

JOYN Advisors reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
JOYN Advisors sold 1,826 Equifax shares in Q2 2019, an estimated $216K.
JOYN Advisors first reported a position in Equifax in Q1 2018 and held it in 5 quarters.
JOYN Advisors's Equifax position peaked at $227K in Q3 2018.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on JOYN Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.