SBSB
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Sullivan, Bruyette, Speros & Blaney’s Equifax EFX Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$217K Hold
1,200
– – 0.01% 295
2020
Q4 		$231K Hold
1,200
– – 0.01% 262
2020
Q3 		$188K Hold
1,200
– – 0.01% 260
2020
Q2 		$206K Hold
1,200
– – 0.01% 231
2020
Q1 		$143K Hold
1,200
– – 0.01% 249
2019
Q4 		$168K Hold
1,200
– – 0.01% 272
2019
Q3 		$169K Buy
+1,200
New +$169K 0.01% 261

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Sullivan, Bruyette, Speros & Blaney's EFX Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Equifax (EFX) position steady in Q1 2021 at 1,200 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #295.

Sullivan, Bruyette, Speros & Blaney first reported a position in EFX in Q3 2019 and has held it in 7 quarters since. The position peaked at $231K in Q4 2020. 589 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,200 shares of Equifax worth $217K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its Equifax share count unchanged in Q1 2021.
  • Equifax made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #295 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Equifax in Q3 2019 and has held it in 7 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Equifax position peaked at $231K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.