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Brinker Capital’s Equifax EFX Stock Holding History

Brinker Capital’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
2020
Q2 		$2.51M Sell
14,600
-396
-3% -$58.7K 0.08% 242
2020
Q1 		$1.79M Sell
14,996
-860
-5% -$125K 0.07% 262
2019
Q4 		$2.22M Buy
15,856
+687
+5% +$95.2K 0.07% 285
2019
Q3 		$2.13M Sell
15,169
-2,708
-15% -$382K 0.07% 277
2019
Q2 		$2.42M Sell
17,877
-2,009
-10% -$252K 0.09% 222
2019
Q1 		$2.36M Buy
19,886
+5,848
+42% +$624K 0.09% 225
2018
Q4 		$1.31M Sell
14,038
-523
-4% -$55.7K 0.06% 330
2018
Q3 		$1.9M Buy
14,561
+401
+3% +$52.2K 0.07% 302
2018
Q2 		$1.77M Buy
14,160
+1,845
+15% +$219K 0.07% 300
2018
Q1 		$1.45M Sell
12,315
-2,312
-16% -$278K 0.06% 354
2017
Q4 		$1.73M Buy
14,627
+2,009
+16% +$226K 0.07% 277
2017
Q3 		$1.34M Buy
+12,618
New +$1.67M 0.06% 331
2017
Q2 		– Sell
-6,424
Closed -$878K – 714
2017
Q1 		$878K Buy
6,424
+836
+15% +$106K 0.04% 408
2016
Q4 		$661K Sell
5,588
-143
-2% -$17.5K 0.04% 383
2016
Q3 		$771K Sell
5,731
-111
-2% -$14.7K 0.07% 106
2016
Q2 		$750K Buy
5,842
+703
+14% +$85.1K 0.07% 106
2016
Q1 		$587K Buy
5,139
+1,094
+27% +$115K 0.05% 156
2015
Q4 		$450K Buy
+4,045
New +$437K 0.04% 137

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Brinker Capital's EFX Position: Q2 2020 in Review

Brinker Capital reduced its Equifax (EFX) stake by 2.6% in Q2 2020, selling an estimated $58.7K and leaving 14,600 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #242.

Brinker Capital first reported a position in EFX in Q4 2015 and has held it in 18 quarters since. 525 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

  • Brinker Capital held 14,600 shares of Equifax worth $2.51M as of Q2 2020.
  • Brinker Capital sold 396 Equifax shares in Q2 2020, an estimated $58.7K.
  • Equifax made up 0.08% of Brinker Capital's portfolio in Q2 2020, its #242 holding.
  • Brinker Capital first reported a position in Equifax in Q4 2015 and has held it in 18 quarters since.
  • 525 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.