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Kiwi Wealth Investments Limited Partnership’s Equifax EFX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-10,172
Closed -$1.96M – 236
2020
Q4 		$1.96M Buy
+10,172
New +$1.71M 0.12% 184

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EFX Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Equifax (EFX) in Q1 2021, closing a stake of 10,172 shares — an estimated $1.96M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EFX in Q4 2020 and held it in 1 quarter. The position peaked at $1.96M in Q4 2020. 589 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 10,172 Equifax shares in Q1 2021, an estimated $1.96M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Equifax in Q4 2020 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Equifax position peaked at $1.96M in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.