TrustCore Financial Services’s Equifax EFX Stock Holding History

TrustCore Financial Services’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 Q3	–	Sell	-456	Closed	-$78K	–	858
2020 Q2	$78K	Hold	456	–	–	0.01%	337
2020 Q1	$54K	Hold	456	–	–	0.01%	345
2019 Q4	$64K	Hold	456	–	–	0.01%	342
2019 Q3	$64K	Hold	456	–	–	0.01%	330
2019 Q2	$62K	Hold	456	–	–	0.01%	326
2019 Q1	$54K	Buy	+456	New	+$48.7K	0.01%	293
2018 Q4	–	Sell	-456	Closed	-$60K	–	518
2018 Q3	$60K	Hold	456	–	–	0.02%	287
2018 Q2	$57K	Hold	456	–	–	0.02%	284
2018 Q1	$54K	Hold	456	–	–	0.02%	274
2017 Q4	$54K	Buy	+456	New	+$51.3K	0.02%	264

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TrustCore Financial Services's EFX Position: Q3 2020 in Review

TrustCore Financial Services sold out of Equifax (EFX) in Q3 2020, closing a stake of 456 shares — an estimated $78K sold.

TrustCore Financial Services first reported a position in EFX in Q4 2017 and held it in 10 quarters. The position peaked at $78K in Q2 2020. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

TrustCore Financial Services reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
TrustCore Financial Services sold 456 Equifax shares in Q3 2020, an estimated $78K.
TrustCore Financial Services first reported a position in Equifax in Q4 2017 and held it in 10 quarters.
TrustCore Financial Services's Equifax position peaked at $78K in Q2 2020.
554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.