RIM
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Rampart Investment Management’s Equifax EFX Stock Holding History

Rampart Investment Management’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
Q4 		– Sell
-618
Closed -$97K – 110
2020
Q3 		$97K Sell
618
-5,318
-90% -$871K 0.06% 254
2020
Q2 		$1.02M Buy
5,936
+4,991
+528% +$739K 0.17% 162
2020
Q1 		$113K Sell
945
-666
-41% -$96.9K 0.05% 300
2019
Q4 		$226K Buy
1,611
+79
+5% +$10.9K 0.03% 436
2019
Q3 		$216K Sell
1,532
-60
-4% -$8.46K 0.03% 430
2019
Q2 		$215K Sell
1,592
-205
-11% -$25.7K 0.03% 441
2019
Q1 		$213K Buy
1,797
+658
+58% +$70.2K 0.02% 435
2018
Q4 		$106K Sell
1,139
-1,386
-55% -$148K 0.03% 400
2018
Q3 		$157K Buy
2,525
+1,304
+107% +$170K 0.07% 306
2018
Q2 		$153K Sell
1,221
-1,909
-61% -$226K 0.02% 475
2018
Q1 		$369K Buy
3,130
+1,633
+109% +$196K 0.04% 372
2017
Q4 		$177K Sell
1,497
-27
-2% -$3.04K 0.07% 305
2017
Q3 		$162K Sell
1,524
-92
-6% -$12.2K 0.05% 362
2017
Q2 		$222K Buy
1,616
+1,286
+390% +$177K 0.08% 274
2017
Q1 		$45K Buy
+330
New +$42K 0.02% 290

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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Rampart Investment Management's EFX Position: Q4 2020 in Review

Rampart Investment Management sold out of Equifax (EFX) in Q4 2020, closing a stake of 618 shares — an estimated $97K sold.

Rampart Investment Management first reported a position in EFX in Q1 2017 and held it in 15 quarters. The position peaked at $1.02M in Q2 2020. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Rampart Investment Management reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 618 Equifax shares in Q4 2020, an estimated $97K.
  • Rampart Investment Management first reported a position in Equifax in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Equifax position peaked at $1.02M in Q2 2020.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.