Ownership history in Integrated Wealth Concepts LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in EQUIFAX INC (EFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Integrated Wealth Concepts LLC underperformed the S&P 500 by β8.7% annually on this EFX position. Timing score: 31% (4/13 decisions correct). Average cost basis: $239.71. Maximum drawdown during holding period: β36.6%.
β Significantly underperformed the S&P 500 by 8.7% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 13 add/trim decisions correct
Best entry: $230.58 (2023 Q2) Β· Worst: $283.61 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 8 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size