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Oakbrook Investments’s Equifax EFX Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-6,550
Closed -$918K – 210
2019
Q4 		$918K Buy
+6,550
New +$907K 0.19% 143
2019
Q3 		– Sell
-6,312
Closed -$854K – 609
2019
Q2 		$854K Buy
6,312
+190
+3% +$23.8K 0.05% 288
2019
Q1 		$725K Sell
6,122
-5,735
-48% -$612K 0.04% 316
2018
Q4 		$1.1M Sell
11,857
-1,770
-13% -$188K 0.07% 203
2018
Q3 		$1.78M Buy
13,627
+4,000
+42% +$521K 0.1% 171
2018
Q2 		$1.2M Sell
9,627
-2,348
-20% -$278K 0.08% 186
2018
Q1 		$1.41M Buy
11,975
+325
+3% +$39K 0.09% 178
2017
Q4 		$1.37M Buy
11,650
+320
+3% +$36K 0.09% 169
2017
Q3 		$1.2M Buy
11,330
+3,350
+42% +$443K 0.08% 200
2017
Q2 		$1.1M Buy
7,980
+3,280
+70% +$450K 0.07% 200
2017
Q1 		$643K Sell
4,700
-5,175
-52% -$658K 0.04% 305
2016
Q4 		$1.17M Sell
9,875
-2,425
-20% -$296K 0.08% 203
2016
Q3 		$1.66M Buy
12,300
+10,575
+613% +$1.4M 0.1% 172
2016
Q2 		$221K Sell
1,725
-425
-20% -$51.5K 0.01% 514
2016
Q1 		$246K Sell
2,150
-10,675
-83% -$1.12M 0.02% 465
2015
Q4 		$1.43M Sell
12,825
-2,075
-14% -$224K 0.09% 182
2015
Q3 		$1.45M Sell
14,900
-150
-1% -$14.9K 0.1% 192
2015
Q2 		$1.46M Buy
+15,050
New +$1.47M 0.09% 206
2014
Q4 		– Sell
-9,650
Closed -$721K – 562
2014
Q3 		$721K Buy
+9,650
New +$735K 0.04% 308
2014
Q2 		– Sell
-38,388
Closed -$2.61M – 615
2014
Q1 		$2.61M Sell
38,388
-6,300
-14% -$441K 0.08% 243
2013
Q4 		$3.09M Sell
44,688
-1,625
-4% -$106K 0.09% 236
2013
Q3 		$2.77M Sell
46,313
-4,350
-9% -$268K 0.08% 241
2013
Q2 		$2.99M Buy
+50,663
New +$3.06M 0.09% 243

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oakbrook Investments's EFX Position: Q1 2020 in Review

Oakbrook Investments sold out of Equifax (EFX) in Q1 2020, closing a stake of 6,550 shares — an estimated $918K sold.

Oakbrook Investments first reported a position in EFX in Q2 2013 and held it in 23 quarters. The position peaked at $3.09M in Q4 2013. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Oakbrook Investments reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 6,550 Equifax shares in Q1 2020, an estimated $918K.
  • Oakbrook Investments first reported a position in Equifax in Q2 2013 and held it in 23 quarters.
  • Oakbrook Investments's Equifax position peaked at $3.09M in Q4 2013.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.