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Oakworth Capital’s Equifax EFX Stock Holding History

Oakworth Capital’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
Q2 		– Sell
-50
Closed -$6K – 623
2019
Q1 		$6K Hold
50
– – ﹤0.01% 491
2018
Q4 		$5K Hold
50
– – ﹤0.01% 488
2018
Q3 		$7K Hold
50
– – ﹤0.01% 490
2018
Q2 		$6K Hold
50
– – ﹤0.01% 518
2018
Q1 		$6K Hold
50
– – ﹤0.01% 493
2017
Q4 		$6K Sell
50
-6,330
-99% -$712K ﹤0.01% 501
2017
Q3 		$909K Buy
6,380
+6,330
+12,660% +$837K 0.23% 45
2017
Q2 		$7K Hold
50
– – ﹤0.01% 495
2017
Q1 		$7K Hold
50
– – ﹤0.01% 494
2016
Q4 		$6K Hold
50
– – ﹤0.01% 506
2016
Q3 		$7K Hold
50
– – ﹤0.01% 474
2016
Q2 		$6K Buy
+50
New +$6.06K ﹤0.01% 465

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oakworth Capital's EFX Position: Q2 2019 in Review

Oakworth Capital sold out of Equifax (EFX) in Q2 2019, closing a stake of 50 shares — an estimated $6K sold.

Oakworth Capital first reported a position in EFX in Q2 2016 and held it in 12 quarters. The position peaked at $909K in Q3 2017. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • Oakworth Capital reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • Oakworth Capital sold 50 Equifax shares in Q2 2019, an estimated $6K.
  • Oakworth Capital first reported a position in Equifax in Q2 2016 and held it in 12 quarters.
  • Oakworth Capital's Equifax position peaked at $909K in Q3 2017.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Oakworth Capital's 13F filing for Q2 2019, filed 2 Aug 2019.