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Bridgeway Capital Management’s Equifax EFX Stock Holding History

Bridgeway 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
2021
Q3 		– Sell
-6,331
Closed -$1.52M – 1307
2021
Q2 		$1.52M Buy
+6,331
New +$1.41M 0.03% 722
2016
Q4 		– Sell
-66,100
Closed -$8.9M – 1418
2016
Q3 		$8.9M Hold
66,100
– – 0.13% 151
2016
Q2 		$8.49M Buy
66,100
+22,400
+51% +$2.71M 0.13% 161
2016
Q1 		$4.99M Hold
43,700
– – 0.08% 227
2015
Q4 		$4.87M Buy
+43,700
New +$4.72M 0.09% 224
2015
Q3 		– Sell
-71,200
Closed -$6.91M – 1475
2015
Q2 		$6.91M Hold
71,200
– – 0.14% 168
2015
Q1 		$6.62M Hold
71,200
– – 0.14% 168
2014
Q4 		$5.76M Buy
+71,200
New +$5.51M 0.13% 174

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bridgeway Capital Management's EFX Position: Q3 2021 in Review

Bridgeway Capital Management sold out of Equifax (EFX) in Q3 2021, closing a stake of 6,331 shares — an estimated $1.52M sold.

Bridgeway Capital Management first reported a position in EFX in Q4 2014 and held it in 8 quarters. The position peaked at $8.9M in Q3 2016. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • Bridgeway Capital Management reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
  • Bridgeway Capital Management sold 6,331 Equifax shares in Q3 2021, an estimated $1.52M.
  • Bridgeway Capital Management first reported a position in Equifax in Q4 2014 and held it in 8 quarters.
  • Bridgeway Capital Management's Equifax position peaked at $8.9M in Q3 2016.
  • 658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Bridgeway Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.