NorthCoast Asset Management’s Equifax EFX Stock Holding History

NorthCoast Asset 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 Q3	$1.02M	Sell	4,032 -184	-4%	-$47.8K	0.04%	258
2021 Q2	$1.01M	Sell	4,216 -1,286	-23%	-$287K	0.04%	263
2021 Q1	$997K	Buy	5,502 +13	+0.2%	+$2.3K	0.04%	233
2020 Q4	$1.06M	Buy	5,489 +11	+0.2%	+$1.85K	0.05%	197
2020 Q3	$860K	Buy	+5,478	New	+$897K	0.04%	195
2016 Q1	–	Sell	-8,412	Closed	-$937K	–	143
2015 Q4	$937K	Buy	+8,412	New	+$909K	0.06%	126

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

NorthCoast Asset Management's EFX Position: Q3 2021 in Review

NorthCoast Asset Management reduced its Equifax (EFX) stake by 4.4% in Q3 2021, selling an estimated $47.8K and leaving 4,032 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #258.

NorthCoast Asset Management first reported a position in EFX in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2020. 657 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

NorthCoast Asset Management held 4,032 shares of Equifax worth $1.02M as of Q3 2021.
NorthCoast Asset Management sold 184 Equifax shares in Q3 2021, an estimated $47.8K.
Equifax made up 0.04% of NorthCoast Asset Management's portfolio in Q3 2021, its #258 holding.
NorthCoast Asset Management first reported a position in Equifax in Q4 2015 and has held it in 6 quarters since.
NorthCoast Asset Management's Equifax position peaked at $1.06M in Q4 2020.
657 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.