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Patriot Investment Management Group’s Equifax EFX Stock Holding History

Patriot Investment Management Group’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
Q3 		– Sell
-115
Closed -$19.8K – 309
2020
Q2 		$19.8K Buy
+115
New +$17K ﹤0.01% 424

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Capital International Investors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Patriot Investment Management Group's EFX Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Equifax (EFX) in Q3 2020, closing a stake of 115 shares — an estimated $19.8K sold.

Patriot Investment Management Group first reported a position in EFX in Q2 2020 and held it in 1 quarter. The position peaked at $19.8K in Q2 2020. 555 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 115 Equifax shares in Q3 2020, an estimated $19.8K.
  • Patriot Investment Management Group first reported a position in Equifax in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Equifax position peaked at $19.8K in Q2 2020.
  • 555 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.