Stevard LLC’s Equifax EFX Stock Holding History

Stevard LLC’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	-2,020	Closed	-$317K	–	97
2020 Q3	$317K	Buy	2,020 +290	+17%	+$47.5K	0.13%	101
2020 Q2	$297K	Buy	+1,730	New	+$256K	0.15%	95

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Stevard LLC's EFX Position: Q4 2020 in Review

Stevard LLC sold out of Equifax (EFX) in Q4 2020, closing a stake of 2,020 shares — an estimated $317K sold.

Stevard LLC first reported a position in EFX in Q2 2020 and held it in 2 quarters. The position peaked at $317K in Q3 2020. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

Stevard LLC reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 2,020 Equifax shares in Q4 2020, an estimated $317K.
Stevard LLC first reported a position in Equifax in Q2 2020 and held it in 2 quarters.
Stevard LLC's Equifax position peaked at $317K in Q3 2020.
592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.