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Tocqueville Asset Management’s Equifax EFX Stock Holding History

Tocqueville Asset 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
2021
Q1 		– Sell
-2,500
Closed -$482K – 724
2020
Q4 		$482K Sell
2,500
-200
-7% -$33.6K 0.01% 546
2020
Q3 		$424K Hold
2,700
– – 0.01% 520
2020
Q2 		$464K Sell
2,700
-250
-8% -$37K 0.01% 498
2020
Q1 		$352K Buy
2,950
+250
+9% +$36.4K 0.01% 513
2019
Q4 		$378K Buy
2,700
+200
+8% +$27.7K 0.01% 602
2019
Q3 		$352K Hold
2,500
– – ﹤0.01% 622
2019
Q2 		$338K Buy
+2,500
New +$313K ﹤0.01% 662
2015
Q3 		– Sell
-3,588
Closed -$348K – 974
2015
Q2 		$348K Buy
3,588
+88
+3% +$8.58K ﹤0.01% 805
2015
Q1 		$326K Hold
3,500
– – ﹤0.01% 793
2014
Q4 		$283K Hold
3,500
– – ﹤0.01% 823
2014
Q3 		$262K Sell
3,500
-6,300
-64% -$480K ﹤0.01% 761
2014
Q2 		$711K Hold
9,800
– – 0.01% 646
2014
Q1 		$667K Sell
9,800
-39
-0.4% -$2.73K 0.01% 520
2013
Q4 		$680K Sell
9,839
-151
-2% -$9.82K 0.01% 519
2013
Q3 		$598K Sell
9,990
-2,430
-20% -$149K 0.01% 608
2013
Q2 		$732K Buy
+12,420
New +$749K 0.01% 564

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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tocqueville Asset Management's EFX Position: Q1 2021 in Review

Tocqueville Asset Management sold out of Equifax (EFX) in Q1 2021, closing a stake of 2,500 shares — an estimated $482K sold.

Tocqueville Asset Management first reported a position in EFX in Q2 2013 and held it in 16 quarters. The position peaked at $732K in Q2 2013. 589 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Tocqueville Asset Management reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,500 Equifax shares in Q1 2021, an estimated $482K.
  • Tocqueville Asset Management first reported a position in Equifax in Q2 2013 and held it in 16 quarters.
  • Tocqueville Asset Management's Equifax position peaked at $732K in Q2 2013.
  • 589 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Tocqueville Asset Management's 13F filing for Q1 2021, filed 17 May 2021.