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Price Wealth’s Equifax EFX Stock Holding History

Price Wealth’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
Q2 		– Sell
-8
Closed -$1K – 448
2020
Q1 		$1K Buy
+8
New +$1.16K ﹤0.01% 302
2018
Q3 		– Sell
-87
Closed -$11K – 242
2018
Q2 		$11K Buy
87
+51
+142% +$6.04K ﹤0.01% 285
2018
Q1 		$4K Sell
36
-36
-50% -$4.32K ﹤0.01% 242
2017
Q4 		$8K Buy
+72
New +$8.09K 0.01% 208

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Price Wealth's EFX Position: Q2 2020 in Review

Price Wealth sold out of Equifax (EFX) in Q2 2020, closing a stake of 8 shares — an estimated $1K sold.

Price Wealth first reported a position in EFX in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q2 2018. 524 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

  • Price Wealth reported no remaining Equifax position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 8 Equifax shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in Equifax in Q4 2017 and held it in 4 quarters.
  • Price Wealth's Equifax position peaked at $11K in Q2 2018.
  • 524 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.