AHL Partners’s Equifax EFX Stock Holding History

AHL Partners’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
2017 Q4	$5.71M	Sell	48,458 -19,613	-29%	-$2.2M	0.09%	441
2017 Q3	$7.21M	Buy	68,071 +56,233	+475%	+$7.44M	0.13%	284
2017 Q2	$1.63M	Buy	+11,838	New	+$1.62M	0.03%	665
2016 Q3	–	Sell	-1,753	Closed	-$225K	–	1131
2016 Q2	$225K	Sell	1,753 -5,645	-76%	-$684K	0.01%	767
2016 Q1	$846K	Sell	7,398 -3,989	-35%	-$420K	0.05%	430
2015 Q4	$1.27M	Sell	11,387 -5,218	-31%	-$564K	0.1%	337
2015 Q3	$1.61M	Sell	16,605 -17,888	-52%	-$1.78M	0.26%	134
2015 Q2	$3.35M	Buy	34,493 +3,446	+11%	+$336K	0.13%	356
2015 Q1	$2.89M	Buy	31,047 +12,589	+68%	+$1.12M	0.12%	425
2014 Q4	$1.49M	Buy	18,458 +14,774	+401%	+$1.14M	0.08%	535
2014 Q3	$275K	Buy	+3,684	New	+$281K	0.02%	616

Other funds holding EFX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

AHL Partners's EFX Position: Q4 2017 in Review

AHL Partners reduced its Equifax (EFX) stake by 29% in Q4 2017, selling an estimated $2.2M and leaving 48,458 shares worth $5.71M. The position accounts for 0.09% of the portfolio, ranked #441.

AHL Partners first reported a position in EFX in Q3 2014 and has held it in 11 quarters since. The position peaked at $7.21M in Q3 2017. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

AHL Partners held 48,458 shares of Equifax worth $5.71M as of Q4 2017.
AHL Partners sold 19,613 Equifax shares in Q4 2017, an estimated $2.2M.
Equifax made up 0.09% of AHL Partners's portfolio in Q4 2017, its #441 holding.
AHL Partners first reported a position in Equifax in Q3 2014 and has held it in 11 quarters since.
AHL Partners's Equifax position peaked at $7.21M in Q3 2017.
527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.