MD Financial Management’s Equifax EFX Stock Holding History

MD Financial Management’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	$557K	Buy	1,903 +356	+23%	+$99.1K	0.01%	263
2021 Q3	$392K	Buy	1,547 +278	+22%	+$72.3K	0.01%	263
2021 Q2	$304K	Sell	1,269 -5,559	-81%	-$1.24M	0.01%	259
2021 Q1	$1.24M	Buy	6,828 +6,749	+8,543%	+$1.19M	0.04%	154
2020 Q4	$15K	Buy	+79	New	+$13.3K	﹤0.01%	84

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 $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MD Financial Management's EFX Position: Q4 2021 in Review

MD Financial Management increased its Equifax (EFX) stake by 23% in Q4 2021, buying an estimated $99.1K and bringing the position to 1,903 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #263.

MD Financial Management first reported a position in EFX in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.24M in Q1 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

MD Financial Management held 1,903 shares of Equifax worth $557K as of Q4 2021.
MD Financial Management bought 356 Equifax shares in Q4 2021, an estimated $99.1K.
Equifax made up 0.01% of MD Financial Management's portfolio in Q4 2021, its #263 holding.
MD Financial Management first reported a position in Equifax in Q4 2020 and has held it in 5 quarters since.
MD Financial Management's Equifax position peaked at $1.24M in Q1 2021.
695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.