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San Francisco Sentry Investment Group’s Equifax EFX Stock Holding History

San Francisco Sentry Investment 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
Q2 		– Sell
-21
Closed -$3K – 719
2020
Q1 		$3K Hold
21
– – ﹤0.01% 607
2019
Q4 		$3K Hold
21
– – ﹤0.01% 691
2019
Q3 		$3K Hold
21
– – ﹤0.01% 685
2019
Q2 		$3K Hold
21
– – ﹤0.01% 681
2019
Q1 		$2K Hold
21
– – ﹤0.01% 768
2018
Q4 		$2K Buy
21
+13
+163% +$1.38K ﹤0.01% 751
2018
Q3 		$1K Buy
+8
New +$1.04K ﹤0.01% 851

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

San Francisco Sentry Investment Group's EFX Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Equifax (EFX) in Q2 2020, closing a stake of 21 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in EFX in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 524 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Equifax position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 21 Equifax shares in Q2 2020, an estimated $3K.
  • San Francisco Sentry Investment Group first reported a position in Equifax in Q3 2018 and held it in 7 quarters.
  • San Francisco Sentry Investment Group's Equifax position peaked at $3K in Q1 2020.
  • 524 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.