Aristotle Capital Management’s Equifax EFX Stock Holding History

Aristotle 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
2018 Q2	–	Sell	-500	Closed	-$59K	–	182
2018 Q1	$59K	Buy	+500	New	+$60K	﹤0.01%	197
2016 Q1	–	Sell	-8,000	Closed	-$891K	–	120
2015 Q4	$891K	Hold	8,000	–	–	0.01%	92
2015 Q3	$777K	Hold	8,000	–	–	0.01%	94
2015 Q2	$777K	Hold	8,000	–	–	0.01%	94
2015 Q1	$744K	Hold	8,000	–	–	0.01%	98
2014 Q4	$647K	Hold	8,000	–	–	0.01%	107
2014 Q3	$598K	Hold	8,000	–	–	0.01%	112
2014 Q2	$580K	Hold	8,000	–	–	0.01%	138
2014 Q1	$544K	Hold	8,000	–	–	0.01%	117
2013 Q4	$553K	Hold	8,000	–	–	0.01%	111
2013 Q3	$479K	Hold	8,000	–	–	0.01%	117
2013 Q2	$471K	Buy	+8,000	New	+$483K	0.01%	113

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aristotle Capital Management's EFX Position: Q2 2018 in Review

Aristotle Capital Management sold out of Equifax (EFX) in Q2 2018, closing a stake of 500 shares — an estimated $59K sold.

Aristotle Capital Management first reported a position in EFX in Q2 2013 and held it in 12 quarters. The position peaked at $891K in Q4 2015. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Aristotle Capital Management reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
Aristotle Capital Management sold 500 Equifax shares in Q2 2018, an estimated $59K.
Aristotle Capital Management first reported a position in Equifax in Q2 2013 and held it in 12 quarters.
Aristotle Capital Management's Equifax position peaked at $891K in Q4 2015.
522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Aristotle Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.