TrueWealth LLC’s Equifax EFX Stock Holding History

TrueWealth 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 Q2	$187K	Buy	1,086 +1	+0.1%	+$148	0.08%	139
2020 Q1	$130K	Hold	1,085	–	–	0.06%	163
2019 Q4	$152K	Hold	1,085	–	–	0.06%	165
2019 Q3	$153K	Buy	1,085 +1	+0.1%	+$141	0.07%	158
2019 Q2	$147K	Buy	1,084 +1	+0.1%	+$125	0.07%	160
2019 Q1	$128K	Hold	1,083	–	–	0.06%	173
2018 Q4	$101K	Hold	1,083	–	–	0.05%	186
2018 Q3	$141K	Hold	1,083	–	–	0.06%	165
2018 Q2	$135K	Buy	1,083 +1	+0.1%	+$119	0.06%	166
2018 Q1	$127K	Sell	1,082 -305	-22%	-$36.6K	0.06%	166
2017 Q4	$164K	Buy	+1,387	New	+$156K	0.08%	152

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

TrueWealth LLC's EFX Position: Q2 2020 in Review

TrueWealth LLC increased its Equifax (EFX) stake by 0.09% in Q2 2020, buying an estimated $148 and bringing the position to 1,086 shares worth $187K. The position accounts for 0.08% of the portfolio, ranked #139.

TrueWealth LLC first reported a position in EFX in Q4 2017 and has held it in 11 quarters since. 525 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

TrueWealth LLC held 1,086 shares of Equifax worth $187K as of Q2 2020.
TrueWealth LLC bought 1 Equifax share in Q2 2020, an estimated $148.
Equifax made up 0.08% of TrueWealth LLC's portfolio in Q2 2020, its #139 holding.
TrueWealth LLC first reported a position in Equifax in Q4 2017 and has held it in 11 quarters since.
525 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.