B
EFX icon

Barings’s Equifax EFX Stock Holding History

Barings’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
Q1 		– Sell
-2,648
Closed -$312K – 924
2017
Q4 		$312K Hold
2,648
– – ﹤0.01% 828
2017
Q3 		$281K Buy
+2,648
New +$350K 0.01% 775
2017
Q2 		– Sell
-30,048
Closed -$4.11M – 869
2017
Q1 		$4.11M Sell
30,048
-1,000
-3% -$127K 0.08% 184
2016
Q4 		$3.67M Sell
31,048
-2,180
-7% -$266K 0.09% 138
2016
Q3 		$4.47M Sell
33,228
-12,100
-27% -$1.6M 0.12% 106
2016
Q2 		$5.82M Sell
45,328
-2,380
-5% -$288K 0.15% 82
2016
Q1 		$5.45M Sell
47,708
-4,390
-8% -$462K 0.15% 87
2015
Q4 		$5.8M Buy
52,098
+4,470
+9% +$483K 0.15% 88
2015
Q3 		$4.63M Buy
47,628
+8,200
+21% +$815K 0.11% 116
2015
Q2 		$3.83M Buy
39,428
+14,150
+56% +$1.38M 0.12% 177
2015
Q1 		$2.35M Hold
25,278
– – 0.05% 290
2014
Q4 		$2.04M Hold
25,278
– – 0.05% 302
2014
Q3 		$1.89M Hold
25,278
– – 0.04% 325
2014
Q2 		$1.83M Hold
25,278
– – 0.06% 341
2014
Q1 		$1.72M Buy
25,278
+21,400
+552% +$1.5M 0.05% 323
2013
Q4 		$268K Sell
3,878
-500
-11% -$32.5K 0.01% 779
2013
Q3 		$262K Sell
4,378
-5,200
-54% -$320K 0.01% 806
2013
Q2 		$564K Buy
+9,578
New +$578K 0.03% 568

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Barings's EFX Position: Q1 2018 in Review

Barings sold out of Equifax (EFX) in Q1 2018, closing a stake of 2,648 shares — an estimated $312K sold.

Barings first reported a position in EFX in Q2 2013 and held it in 18 quarters. The position peaked at $5.82M in Q2 2016. 523 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • Barings reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • Barings sold 2,648 Equifax shares in Q1 2018, an estimated $312K.
  • Barings first reported a position in Equifax in Q2 2013 and held it in 18 quarters.
  • Barings's Equifax position peaked at $5.82M in Q2 2016.
  • 523 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Barings's 13F filing for Q1 2018, filed 4 May 2018.