Loring Wolcott & Coolidge Fiduciary Advisors’s Equifax EFX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-10	Closed	-$3K	–	733
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	682
2021 Q2	$2K	Buy	+10	New	+$2.23K	﹤0.01%	849
2019 Q3	–	Sell	-10	Closed	-$1K	–	690
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	687
2019 Q1	$1K	Buy	+10	New	+$1.07K	﹤0.01%	674
2017 Q4	–	Sell	-13	Closed	-$1K	–	775
2017 Q3	$1K	Sell	13 -3	-19%	-$397	﹤0.01%	706
2017 Q2	$2K	Buy	+16	New	+$2.2K	﹤0.01%	616

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's EFX Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Equifax (EFX) in Q4 2021, closing a stake of 10 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFX in Q2 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 696 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Equifax shares in Q4 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Equifax in Q2 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Equifax position peaked at $3K in Q3 2021.
696 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.