WealthStone’s Equifax EFX Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-5	Closed	-$676	–	222
2019 Q2	$676	Buy	+5	New	+$627	﹤0.01%	760

Other funds holding EFX

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

WealthStone's EFX Position: Q3 2019 in Review

WealthStone sold out of Equifax (EFX) in Q3 2019, closing a stake of 5 shares — an estimated $676 sold.

WealthStone first reported a position in EFX in Q2 2019 and held it in 1 quarter. The position peaked at $676 in Q2 2019. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

WealthStone reported no remaining Equifax position as of Q3 2019 after selling out during the quarter.
WealthStone sold 5 Equifax shares in Q3 2019, an estimated $676.
WealthStone first reported a position in Equifax in Q2 2019 and held it in 1 quarter.
WealthStone's Equifax position peaked at $676 in Q2 2019.
499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.