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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 		$60K Hold
350
– – 0.01% 357
2020
Q1 		$42K 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 $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 $3.38T AUM 44.17% 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

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 $60K in Q2 2020. 589 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 $60K in Q2 2020.
  • 589 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.