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Simon Quick Advisors’s Equifax EFX Stock Holding History

Simon Quick 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
2020
Q1 		– Sell
-18
Closed -$3K – 538
2019
Q4 		$3K Buy
+18
New +$2.49K ﹤0.01% 542
2019
Q3 		– Sell
-53
Closed -$7.17K – 409
2019
Q2 		$7.17K Buy
+53
New +$6.64K ﹤0.01% 248
2019
Q1 		– Sell
-650
Closed -$61K – 407
2018
Q4 		$61K Sell
650
-16
-2% -$1.7K 0.02% 167
2018
Q3 		$87K Sell
666
-100
-13% -$13K 0.04% 127
2018
Q2 		$95K Sell
766
-750
-49% -$88.9K 0.04% 122
2018
Q1 		$179K Buy
1,516
+1,500
+9,375% +$180K 0.08% 91
2017
Q4 		$2K Buy
+16
New +$1.8K ﹤0.01% 406

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simon Quick Advisors's EFX Position: Q1 2020 in Review

Simon Quick Advisors sold out of Equifax (EFX) in Q1 2020, closing a stake of 18 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in EFX in Q4 2017 and held it in 7 quarters. The position peaked at $179K in Q1 2018. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Simon Quick Advisors reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 18 Equifax shares in Q1 2020, an estimated $3K.
  • Simon Quick Advisors first reported a position in Equifax in Q4 2017 and held it in 7 quarters.
  • Simon Quick Advisors's Equifax position peaked at $179K in Q1 2018.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.