Boston Advisors’s Equifax EFX Stock Holding History

Boston Advisors’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
2019 Q3	$763K	Hold	5,425	–	–	0.04%	414
2019 Q2	$734K	Hold	5,425	–	–	0.04%	420
2019 Q1	$643K	Hold	5,425	–	–	0.03%	422
2018 Q4	$505K	Hold	5,425	–	–	0.03%	456
2018 Q3	$708K	Hold	5,425	–	–	0.03%	430
2018 Q2	$679K	Hold	5,425	–	–	0.02%	443
2018 Q1	$639K	Sell	5,425 -265	-5%	-$31.8K	0.02%	450
2017 Q4	$671K	Sell	5,690 -575	-9%	-$64.6K	0.01%	446
2017 Q3	$664K	Sell	6,265 -775	-11%	-$102K	0.02%	434
2017 Q2	$967K	Sell	7,040 -3,000	-30%	-$412K	0.02%	381
2017 Q1	$1.37M	Hold	10,040	–	–	0.03%	316
2016 Q4	$1.19M	Hold	10,040	–	–	0.03%	345
2016 Q3	$1.35M	Hold	10,040	–	–	0.03%	318
2016 Q2	$1.29M	Sell	10,040 -400	-4%	-$48.4K	0.03%	312
2016 Q1	$1.19M	Hold	10,440	–	–	0.03%	306
2015 Q4	$1.16M	Hold	10,440	–	–	0.03%	312
2015 Q3	$1.01M	Hold	10,440	–	–	0.04%	376
2015 Q2	$1.01M	Hold	10,440	–	–	0.04%	292
2015 Q1	$971K	Hold	10,440	–	–	0.04%	297
2014 Q4	$844K	Hold	10,440	–	–	0.04%	277
2014 Q3	$780K	Hold	10,440	–	–	0.03%	301
2014 Q2	$757K	Hold	10,440	–	–	0.03%	311
2014 Q1	$710K	Hold	10,440	–	–	0.03%	300
2013 Q4	$721K	Buy	10,440 +1,390	+15%	+$90.4K	0.03%	304
2013 Q3	$542K	Sell	9,050 -805	-8%	-$49.5K	0.03%	322
2013 Q2	$581K	Buy	+9,855	New	+$594K	0.03%	303

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Boston Advisors's EFX Position: Q3 2019 in Review

Boston Advisors held its Equifax (EFX) position steady in Q3 2019 at 5,425 shares worth $763K. The position accounts for 0.04% of the portfolio, ranked #414.

Boston Advisors first reported a position in EFX in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.37M in Q1 2017. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

Boston Advisors held 5,425 shares of Equifax worth $763K as of Q3 2019.
Boston Advisors left its Equifax share count unchanged in Q3 2019.
Equifax made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #414 holding.
Boston Advisors first reported a position in Equifax in Q2 2013 and has held it in 26 quarters since.
Boston Advisors's Equifax position peaked at $1.37M in Q1 2017.
499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.