Newfound Research’s Equifax EFX Stock Holding History

Newfound Research’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	-322	Closed	-$62K	–	137
2020 Q4	$62K	Buy	+322	New	+$54.1K	0.16%	99

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Newfound Research's EFX Position: Q1 2021 in Review

Newfound Research sold out of Equifax (EFX) in Q1 2021, closing a stake of 322 shares — an estimated $62K sold.

Newfound Research first reported a position in EFX in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

Newfound Research reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
Newfound Research sold 322 Equifax shares in Q1 2021, an estimated $62K.
Newfound Research first reported a position in Equifax in Q4 2020 and held it in 1 quarter.
Newfound Research's Equifax position peaked at $62K in Q4 2020.
588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Newfound Research's 13F filing for Q1 2021, filed 28 Apr 2021.