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National Investment Services’s Equifax EFX Stock Holding History

National Investment Services’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
Q1 		– Sell
-5,699
Closed -$531K – 78
2018
Q4 		$531K Sell
5,699
-3,510
-38% -$374K 0.62% 55
2018
Q3 		$1.2M Sell
9,209
-1,126
-11% -$147K 1.18% 37
2018
Q2 		$1.29M Sell
10,335
-26
-0.3% -$3.08K 1.21% 37
2018
Q1 		$1.22M Buy
+10,361
New +$1.24M 1.14% 36

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

National Investment Services's EFX Position: Q1 2019 in Review

National Investment Services sold out of Equifax (EFX) in Q1 2019, closing a stake of 5,699 shares — an estimated $531K sold.

National Investment Services first reported a position in EFX in Q1 2018 and held it in 4 quarters. The position peaked at $1.29M in Q2 2018. 489 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • National Investment Services reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
  • National Investment Services sold 5,699 Equifax shares in Q1 2019, an estimated $531K.
  • National Investment Services first reported a position in Equifax in Q1 2018 and held it in 4 quarters.
  • National Investment Services's Equifax position peaked at $1.29M in Q2 2018.
  • 489 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on National Investment Services's 13F filing for Q1 2019, filed 1 Apr 2019.