VHAM
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Van Hulzen Asset Management’s Equifax EFX Stock Holding History

Van Hulzen 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
-1,091
Closed -$210K – 280
2020
Q4 		$210K Buy
+1,091
New +$183K 0.03% 272

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
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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

Van Hulzen Asset Management's EFX Position: Q1 2021 in Review

Van Hulzen Asset Management sold out of Equifax (EFX) in Q1 2021, closing a stake of 1,091 shares — an estimated $210K sold.

Van Hulzen Asset Management first reported a position in EFX in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Van Hulzen Asset Management reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,091 Equifax shares in Q1 2021, an estimated $210K.
  • Van Hulzen Asset Management first reported a position in Equifax in Q4 2020 and held it in 1 quarter.
  • Van Hulzen Asset Management's Equifax position peaked at $210K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Van Hulzen Asset Management's 13F filing for Q1 2021, filed 12 May 2021.