Osborn Williams & Donohoe’s Equifax EFX Stock Holding History

Osborn Williams & Donohoe’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	$287K	Hold	2,400	–	–	0.04%	227
2019 Q4	$336K	Sell	2,400 -100	-4%	-$13.9K	0.03%	259
2019 Q3	$352K	Hold	2,500	–	–	0.04%	256
2019 Q2	$338K	Hold	2,500	–	–	0.03%	264
2019 Q1	$311K	Hold	2,500	–	–	0.03%	292
2018 Q4	$233K	Hold	2,500	–	–	0.04%	201
2018 Q3	$326K	Hold	2,500	–	–	0.05%	202
2018 Q2	$313K	Hold	2,500	–	–	0.05%	201
2018 Q1	$295K	Hold	2,500	–	–	0.05%	194
2017 Q4	$295K	Hold	2,500	–	–	0.05%	193
2017 Q3	$265K	Hold	2,500	–	–	0.05%	190
2017 Q2	$344K	Hold	2,500	–	–	0.06%	177
2017 Q1	$342K	Hold	2,500	–	–	0.06%	179
2016 Q4	$296K	Hold	2,500	–	–	0.06%	182
2016 Q3	$336K	Hold	2,500	–	–	0.06%	178
2016 Q2	$321K	Hold	2,500	–	–	0.06%	172
2016 Q1	$286K	Hold	2,500	–	–	0.06%	178
2015 Q4	$278K	Sell	2,500 -100	-4%	-$10.8K	0.06%	175
2015 Q3	$253K	Hold	2,600	–	–	0.05%	180
2015 Q2	$260K	Hold	2,600	–	–	0.05%	186
2015 Q1	$242K	Hold	2,600	–	–	0.05%	206
2014 Q4	$210K	Buy	+2,600	New	+$201K	0.04%	213

Other funds holding EFX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

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

Osborn Williams & Donohoe's EFX Position: Q1 2020 in Review

Osborn Williams & Donohoe held its Equifax (EFX) position steady in Q1 2020 at 2,400 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #227.

Osborn Williams & Donohoe first reported a position in EFX in Q4 2014 and has held it in 22 quarters since. The position peaked at $352K in Q3 2019. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

Osborn Williams & Donohoe held 2,400 shares of Equifax worth $287K as of Q1 2020.
Osborn Williams & Donohoe left its Equifax share count unchanged in Q1 2020.
Equifax made up 0.04% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #227 holding.
Osborn Williams & Donohoe first reported a position in Equifax in Q4 2014 and has held it in 22 quarters since.
Osborn Williams & Donohoe's Equifax position peaked at $352K in Q3 2019.
501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.