OAM
EFX icon

Optimal Asset Management’s Equifax EFX Stock Holding History

Optimal 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 		$584K Buy
2,303
+2
+0.1% +$520 0.07% 292
2021
Q2 		$551K Hold
2,301
– – 0.07% 309
2021
Q1 		$417K Buy
+2,301
New +$406K 0.05% 310

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Optimal Asset Management increased its Equifax (EFX) stake by 0.09% in Q3 2021, buying an estimated $520 and bringing the position to 2,303 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #292.

Optimal Asset Management first reported a position in EFX in Q1 2021 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Optimal Asset Management held 2,303 shares of Equifax worth $584K as of Q3 2021.
  • Optimal Asset Management bought 2 Equifax shares in Q3 2021, an estimated $520.
  • Equifax made up 0.07% of Optimal Asset Management's portfolio in Q3 2021, its #292 holding.
  • Optimal Asset Management first reported a position in Equifax in Q1 2021 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

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