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tru Independence’s Equifax EFX Stock Holding History

tru Independence’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
-354
Closed -$68 – 412
2020
Q4 		$68 Buy
354
+4
+1% +$672 ﹤0.01% 470
2020
Q3 		$55K Hold
350
– – 0.02% 206
2020
Q2 		$60 Hold
350
– – 0.01% 357
2020
Q1 		$42 Hold
350
– – 0.01% 316
2019
Q4 		$42K Buy
+350
New +$48.5K 0.01% 394

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

tru Independence's EFX Position: Q1 2021 in Review

tru Independence sold out of Equifax (EFX) in Q1 2021, closing a stake of 354 shares — an estimated $68 sold.

tru Independence first reported a position in EFX in Q4 2019 and held it in 5 quarters. The position peaked at $55K in Q3 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • tru Independence reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 354 Equifax shares in Q1 2021, an estimated $68.
  • tru Independence first reported a position in Equifax in Q4 2019 and held it in 5 quarters.
  • tru Independence's Equifax position peaked at $55K in Q3 2020.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.