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Next Financial Group’s Equifax EFX Stock Holding History

Next Financial Group’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 		$10K Sell
34
-17
-33% -$4.73K ﹤0.01% 2173
2021
Q3 		$13K Buy
51
+23
+82% +$5.98K ﹤0.01% 1949
2021
Q2 		$7K Buy
28
+1
+4% +$223 ﹤0.01% 2095
2021
Q1 		$5K Buy
27
+2
+8% +$353 ﹤0.01% 2092
2020
Q4 		$5K Sell
25
-17
-40% -$2.86K ﹤0.01% 1972
2020
Q3 		$7K Sell
42
-2,770
-99% -$454K ﹤0.01% 1722
2020
Q2 		$483K Buy
2,812
+656
+30% +$97.2K 0.06% 300
2020
Q1 		$258K Buy
2,156
+349
+19% +$50.8K 0.03% 469
2019
Q4 		$253K Buy
1,807
+610
+51% +$84.5K 0.03% 615
2019
Q3 		$168K Buy
1,197
+316
+36% +$44.5K 0.02% 737
2019
Q2 		$119K Buy
881
+846
+2,417% +$106K 0.01% 846
2019
Q1 		$4K Hold
35
– – ﹤0.01% 1295
2018
Q4 		$3K Sell
35
-190
-84% -$20.2K ﹤0.01% 1658
2018
Q3 		$29K Buy
+225
New +$29.3K 0.01% 668
2017
Q1 		– Sell
-300
Closed -$35K – 1975
2016
Q4 		$35K Hold
300
– – 0.01% 1100
2016
Q3 		$40K Buy
+300
New +$39.8K 0.01% 1045

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's EFX Position: Q4 2021 in Review

Next Financial Group reduced its Equifax (EFX) stake by 33% in Q4 2021, selling an estimated $4.73K and leaving 34 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Next Financial Group first reported a position in EFX in Q3 2016 and has held it in 16 quarters since. The position peaked at $483K in Q2 2020. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Next Financial Group held 34 shares of Equifax worth $10K as of Q4 2021.
  • Next Financial Group sold 17 Equifax shares in Q4 2021, an estimated $4.73K.
  • Equifax made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2173 holding.
  • Next Financial Group first reported a position in Equifax in Q3 2016 and has held it in 16 quarters since.
  • Next Financial Group's Equifax position peaked at $483K in Q2 2020.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.