QS Investors’s Equifax EFX Stock Holding History

QS Investors’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 Q2	$501K	Buy	2,089 +695	+50%	+$155K	0.01%	736
2021 Q1	$253K	Hold	1,394	–	–	﹤0.01%	1033
2020 Q4	$269K	Hold	1,394	–	–	﹤0.01%	1028
2020 Q3	$219K	Sell	1,394 -159	-10%	-$26K	﹤0.01%	1053
2020 Q2	$267K	Buy	1,553 +127	+9%	+$18.8K	﹤0.01%	1063
2020 Q1	$171K	Sell	1,426 -227	-14%	-$33K	﹤0.01%	1128
2019 Q4	$236K	Buy	1,653 +212	+15%	+$29.4K	﹤0.01%	1148
2019 Q3	$203K	Hold	1,441	–	–	﹤0.01%	1199
2019 Q2	$195K	Hold	1,441	–	–	﹤0.01%	1227
2019 Q1	$171K	Sell	1,441 -25	-2%	-$2.67K	﹤0.01%	1266
2018 Q4	$137K	Hold	1,466	–	–	﹤0.01%	1240
2018 Q3	$191K	Hold	1,466	–	–	﹤0.01%	1224
2018 Q2	$183K	Sell	1,466 -8	-0.5%	-$948	﹤0.01%	1236
2018 Q1	$174K	Hold	1,474	–	–	﹤0.01%	1223
2017 Q4	$174K	Hold	1,474	–	–	﹤0.01%	1256
2017 Q3	$156K	Hold	1,474	–	–	﹤0.01%	1316
2017 Q2	$203K	Hold	1,474	–	–	﹤0.01%	1206
2017 Q1	$202K	Hold	1,474	–	–	﹤0.01%	1227
2016 Q4	$174K	Hold	1,474	–	–	﹤0.01%	1135
2016 Q3	$198K	Hold	1,474	–	–	﹤0.01%	1092
2016 Q2	$189K	Sell	1,474 -73,994	-98%	-$8.96M	﹤0.01%	1105
2016 Q1	$8.63M	Sell	75,468 -13,376	-15%	-$1.41M	0.08%	237
2015 Q4	$9.89M	Buy	88,844 +70,223	+377%	+$7.59M	0.1%	192
2015 Q3	$1.81M	Hold	18,621	–	–	0.02%	646
2015 Q2	$1.81M	Buy	18,621 +16,900	+982%	+$1.65M	0.02%	634
2015 Q1	$160K	Hold	1,721	–	–	﹤0.01%	1094
2014 Q4	$140K	Hold	1,721	–	–	﹤0.01%	1087
2014 Q3	$129K	Hold	1,721	–	–	﹤0.01%	628
2014 Q2	$125K	Buy	+1,721	New	+$121K	﹤0.01%	653

Other funds holding EFX

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

QS Investors's EFX Position: Q2 2021 in Review

QS Investors increased its Equifax (EFX) stake by 50% in Q2 2021, buying an estimated $155K and bringing the position to 2,089 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #736.

QS Investors first reported a position in EFX in Q2 2014 and has held it in 29 quarters since. The position peaked at $9.89M in Q4 2015. 630 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

QS Investors held 2,089 shares of Equifax worth $501K as of Q2 2021.
QS Investors bought 695 Equifax shares in Q2 2021, an estimated $155K.
Equifax made up 0.01% of QS Investors's portfolio in Q2 2021, its #736 holding.
QS Investors first reported a position in Equifax in Q2 2014 and has held it in 29 quarters since.
QS Investors's Equifax position peaked at $9.89M in Q4 2015.
630 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.