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Weld Capital Management’s Equifax EFX Stock Holding History

Weld Capital 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
Q2 		– Sell
-2,142
Closed -$388K – 268
2021
Q1 		$388K Buy
+2,142
New +$378K 0.16% 212

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Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Weld Capital Management's EFX Position: Q2 2021 in Review

Weld Capital Management sold out of Equifax (EFX) in Q2 2021, closing a stake of 2,142 shares — an estimated $388K sold.

Weld Capital Management first reported a position in EFX in Q1 2021 and held it in 1 quarter. The position peaked at $388K in Q1 2021. 631 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

  • Weld Capital Management reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 2,142 Equifax shares in Q2 2021, an estimated $388K.
  • Weld Capital Management first reported a position in Equifax in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's Equifax position peaked at $388K in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.