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Westwood Holdings Group’s Equifax EFX Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-372,930
Closed -$58.5M – 442
2020
Q3 		$58.5M Sell
372,930
-47,149
-11% -$7.72M 0.74% 37
2020
Q2 		$72.2M Sell
420,079
-32,898
-7% -$4.87M 0.96% 26
2020
Q1 		$54.1M Sell
452,977
-51,911
-10% -$7.55M 0.82% 33
2019
Q4 		$70.7M Sell
504,888
-1,562
-0.3% -$216K 0.76% 31
2019
Q3 		$71.2M Buy
506,450
+18,285
+4% +$2.58M 0.79% 33
2019
Q2 		$66M Buy
+488,165
New +$61.2M 0.72% 38
2017
Q3 		– Sell
-326,521
Closed -$44.9M – 453
2017
Q2 		$44.9M Sell
326,521
-56,371
-15% -$7.74M 0.37% 101
2017
Q1 		$52.4M Sell
382,892
-40,632
-10% -$5.17M 0.43% 94
2016
Q4 		$50.1M Sell
423,524
-24,219
-5% -$2.96M 0.41% 94
2016
Q3 		$60.3M Sell
447,743
-41,472
-8% -$5.5M 0.51% 79
2016
Q2 		$62.8M Sell
489,215
-75,591
-13% -$9.16M 0.56% 70
2016
Q1 		$64.6M Buy
564,806
+33,204
+6% +$3.49M 0.56% 73
2015
Q4 		$59.2M Sell
531,602
-47,383
-8% -$5.12M 0.51% 77
2015
Q3 		$56.3M Sell
578,985
-368,375
-39% -$36.6M 0.49% 78
2015
Q2 		$92M Sell
947,360
-198,995
-17% -$19.4M 0.69% 52
2015
Q1 		$107M Sell
1,146,355
-6,000
-0.5% -$532K 0.81% 31
2014
Q4 		$93.2M Sell
1,152,355
-3,595
-0.3% -$278K 0.72% 45
2014
Q3 		$86.4M Sell
1,155,950
-16,163
-1% -$1.23M 0.68% 54
2014
Q2 		$85M Sell
1,172,113
-1,019,204
-47% -$71.5M 0.63% 63
2014
Q1 		$149M Sell
2,191,317
-860,559
-28% -$60.2M 1.15% 21
2013
Q4 		$211M Sell
3,051,876
-49,468
-2% -$3.22M 1.62% 4
2013
Q3 		$186M Buy
3,101,344
+120,781
+4% +$7.43M 1.57% 2
2013
Q2 		$176M Buy
+2,980,563
New +$180M 1.53% 4

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Westwood Holdings Group's EFX Position: Q4 2020 in Review

Westwood Holdings Group sold out of Equifax (EFX) in Q4 2020, closing a stake of 372,930 shares — an estimated $58.5M sold.

Westwood Holdings Group first reported a position in EFX in Q2 2013 and held it in 23 quarters. The position peaked at $211M in Q4 2013. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Westwood Holdings Group reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 372,930 Equifax shares in Q4 2020, an estimated $58.5M.
  • Westwood Holdings Group first reported a position in Equifax in Q2 2013 and held it in 23 quarters.
  • Westwood Holdings Group's Equifax position peaked at $211M in Q4 2013.
  • 592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Westwood Holdings Group's 13F filing for Q4 2020, filed 12 Feb 2021.