BlackRock Institutional Trust’s Equifax EFX Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$444M	Buy	3,759,518 +106,381	+3%	+$13M	0.07%	295
2016 Q3	$492M	Buy	3,653,137 +323,834	+10%	+$42.9M	0.08%	263
2016 Q2	$427M	Sell	3,329,303 -30,090	-0.9%	-$3.64M	0.07%	285
2016 Q1	$384M	Buy	3,359,393 +33,489	+1%	+$3.52M	0.06%	309
2015 Q4	$370M	Buy	3,325,904 +290,511	+10%	+$31.4M	0.06%	310
2015 Q3	$295M	Sell	3,035,393 -16,979	-0.6%	-$1.69M	0.05%	367
2015 Q2	$296M	Sell	3,052,372 -231,679	-7%	-$22.6M	0.05%	393
2015 Q1	$305M	Buy	3,284,051 +31,120	+1%	+$2.76M	0.05%	392
2014 Q4	$263M	Sell	3,252,931 -15,631	-0.5%	-$1.21M	0.04%	432
2014 Q3	$244M	Buy	3,268,562 +59	+0%	+$4.49K	0.04%	434
2014 Q2	$237M	Buy	3,268,503 +32,246	+1%	+$2.26M	0.04%	455
2014 Q1	$220M	Buy	3,236,257 +34,725	+1%	+$2.43M	0.04%	473
2013 Q4	$221M	Sell	3,201,532 -58,382	-2%	-$3.8M	0.04%	458
2013 Q3	$195M	Sell	3,259,914 -351,263	-10%	-$21.6M	0.04%	474
2013 Q2	$213M	Buy	+3,611,177	New	+$218M	0.04%	424

Other funds holding EFX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BlackRock Institutional Trust's EFX Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Equifax (EFX) stake by 2.9% in Q4 2016, buying an estimated $13M and bringing the position to 3,759,518 shares worth $444M. The position accounts for 0.07% of the portfolio, ranked #295.

BlackRock Institutional Trust first reported a position in EFX in Q2 2013 and has held it in 15 quarters since. The position peaked at $492M in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

BlackRock Institutional Trust held 3,759,518 shares of Equifax worth $444M as of Q4 2016.
BlackRock Institutional Trust bought 106,381 Equifax shares in Q4 2016, an estimated $13M.
Equifax made up 0.07% of BlackRock Institutional Trust's portfolio in Q4 2016, its #295 holding.
BlackRock Institutional Trust first reported a position in Equifax in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's Equifax position peaked at $492M in Q3 2016.
593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.