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Bahl & Gaynor’s Equifax EFX Stock Holding History

Bahl & Gaynor’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
Q3 		– Sell
-112,246
Closed -$15.4M – 398
2017
Q2 		$15.4M Sell
112,246
-3,165
-3% -$434K 0.18% 81
2017
Q1 		$15.8M Sell
115,411
-563
-0.5% -$71.6K 0.18% 89
2016
Q4 		$13.7M Sell
115,974
-2,305
-2% -$282K 0.17% 85
2016
Q3 		$15.9M Buy
118,279
+5,755
+5% +$763K 0.19% 83
2016
Q2 		$14.4M Buy
112,524
+401
+0.4% +$48.6K 0.19% 83
2016
Q1 		$12.8M Buy
112,123
+3,000
+3% +$316K 0.17% 85
2015
Q4 		$12.2M Buy
+109,123
New +$11.8M 0.17% 95

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Bahl & Gaynor's EFX Position: Q3 2017 in Review

Bahl & Gaynor sold out of Equifax (EFX) in Q3 2017, closing a stake of 112,246 shares — an estimated $15.4M sold.

Bahl & Gaynor first reported a position in EFX in Q4 2015 and held it in 7 quarters. The position peaked at $15.9M in Q3 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Bahl & Gaynor reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Bahl & Gaynor sold 112,246 Equifax shares in Q3 2017, an estimated $15.4M.
  • Bahl & Gaynor first reported a position in Equifax in Q4 2015 and held it in 7 quarters.
  • Bahl & Gaynor's Equifax position peaked at $15.9M in Q3 2016.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Bahl & Gaynor's 13F filing for Q3 2017, filed 13 Nov 2017.