Kaizen Advisory’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$29K Buy
309
+39
+14% +$4.15K 0.02% 441
2018
Q3
$35K Hold
270
0.02% 412
2018
Q2
$34K Buy
270
+154
+133% +$18.2K 0.02% 410
2018
Q1
$14K Hold
116
0.01% 401
2017
Q4
$14K Buy
+116
New +$13K 0.01% 394

Other funds holding EFX

Kaizen Advisory's EFX Position: Q4 2018 in Review

Kaizen Advisory increased its Equifax (EFX) stake by 14% in Q4 2018, buying an estimated $4.15K and bringing the position to 309 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #441.

Kaizen Advisory first reported a position in EFX in Q4 2017 and has held it in 5 quarters since. The position peaked at $35K in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Kaizen Advisory held 309 shares of Equifax worth $29K as of Q4 2018.
  • Kaizen Advisory bought 39 Equifax shares in Q4 2018, an estimated $4.15K.
  • Equifax made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #441 holding.
  • Kaizen Advisory first reported a position in Equifax in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Equifax position peaked at $35K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.