Winslow Evans & Crocker’s Equifax EFX Stock Holding History

Winslow Evans & Crocker’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	$1.12M	Hold	5,800	–	–	0.21%	110
2020 Q3	$910K	Hold	5,800	–	–	0.23%	100
2020 Q2	$997K	Hold	5,800	–	–	0.27%	84
2020 Q1	$694K	Hold	5,800	–	–	0.23%	91
2019 Q4	$816K	Hold	5,800	–	–	0.21%	109
2019 Q3	$818K	Hold	5,800	–	–	0.23%	97
2019 Q2	$786K	Hold	5,800	–	–	0.22%	106
2019 Q1	$690K	Sell	5,800 -1,500	-21%	-$160K	0.2%	115
2018 Q4	$682K	Sell	7,300 -68	-0.9%	-$7.24K	0.23%	95
2018 Q3	$964K	Sell	7,368 -100	-1%	-$13K	0.29%	85
2018 Q2	$936K	Hold	7,468	–	–	0.29%	81
2018 Q1	$880K	Hold	7,468	–	–	0.29%	82
2017 Q4	$881K	Hold	7,468	–	–	0.28%	86
2017 Q3	$791K	Sell	7,468 -1,448	-16%	-$191K	0.26%	86
2017 Q2	$1.23M	Buy	8,916 +116	+1%	+$15.9K	0.34%	72
2017 Q1	$1.2M	Hold	8,800	–	–	0.38%	58
2016 Q4	$1.04M	Sell	8,800 -40	-0.5%	-$4.89K	0.32%	69
2016 Q3	$1.19M	Hold	8,840	–	–	0.34%	66
2016 Q2	$1.14M	Hold	8,840	–	–	0.34%	71
2016 Q1	$1.01M	Hold	8,840	–	–	0.3%	79
2015 Q4	$985K	Buy	8,840 +40	+0.5%	+$4.32K	0.28%	82
2015 Q3	$855K	Hold	8,800	–	–	0.27%	81
2015 Q2	$854K	Hold	8,800	–	–	0.24%	96
2015 Q1	$818K	Hold	8,800	–	–	0.23%	97
2014 Q4	$712K	Hold	8,800	–	–	0.2%	111
2014 Q3	$658K	Hold	8,800	–	–	0.19%	127
2014 Q2	$638K	Hold	8,800	–	–	0.21%	117
2014 Q1	$599K	Hold	8,800	–	–	0.21%	119
2013 Q4	$608K	Buy	+8,800	New	+$572K	0.21%	118

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 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

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

Winslow Evans & Crocker's EFX Position: Q4 2020 in Review

Winslow Evans & Crocker held its Equifax (EFX) position steady in Q4 2020 at 5,800 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #110.

Winslow Evans & Crocker first reported a position in EFX in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.23M in Q2 2017. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

Winslow Evans & Crocker held 5,800 shares of Equifax worth $1.12M as of Q4 2020.
Winslow Evans & Crocker left its Equifax share count unchanged in Q4 2020.
Equifax made up 0.21% of Winslow Evans & Crocker's portfolio in Q4 2020, its #110 holding.
Winslow Evans & Crocker first reported a position in Equifax in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Equifax position peaked at $1.23M in Q2 2017.
592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.