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Perennial Advisors’s Equifax EFX Stock Holding History

Perennial Advisors’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 		– Sell
-90
Closed -$22K – 134
2021
Q2 		$22K Buy
+90
New +$20.1K 0.01% 206
2017
Q4 		– Sell
-250
Closed -$26K – 204
2017
Q3 		$26K Hold
250
– – 0.02% 119
2017
Q2 		$34K Hold
250
– – 0.02% 108
2017
Q1 		$34K Hold
250
– – 0.03% 104
2016
Q4 		$30K Buy
+250
New +$30.6K 0.02% 105

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Perennial Advisors's EFX Position: Q3 2021 in Review

Perennial Advisors sold out of Equifax (EFX) in Q3 2021, closing a stake of 90 shares — an estimated $22K sold.

Perennial Advisors first reported a position in EFX in Q4 2016 and held it in 5 quarters. The position peaked at $34K in Q2 2017. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Perennial Advisors reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 90 Equifax shares in Q3 2021, an estimated $22K.
  • Perennial Advisors first reported a position in Equifax in Q4 2016 and held it in 5 quarters.
  • Perennial Advisors's Equifax position peaked at $34K in Q2 2017.
  • 658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.