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Calvert Investment Management’s Equifax EFX Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-8,984
Closed -$1.06M – 189
2016
Q4 		$1.06M Sell
8,984
-747
-8% -$91.3K 0.04% 374
2016
Q3 		$1.31M Buy
9,731
+650
+7% +$86.2K 0.05% 343
2016
Q2 		$1.17M Buy
+9,081
New +$1.1M 0.05% 336
2015
Q4 		– Sell
-6,254
Closed -$608K – 713
2015
Q3 		$608K Buy
6,254
+366
+6% +$36.4K 0.03% 316
2015
Q2 		$572K Buy
+5,888
New +$574K 0.03% 339

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Calvert Investment Management's EFX Position: Q1 2017 in Review

Calvert Investment Management sold out of Equifax (EFX) in Q1 2017, closing a stake of 8,984 shares — an estimated $1.06M sold.

Calvert Investment Management first reported a position in EFX in Q2 2015 and held it in 5 quarters. The position peaked at $1.31M in Q3 2016. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Calvert Investment Management reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 8,984 Equifax shares in Q1 2017, an estimated $1.06M.
  • Calvert Investment Management first reported a position in Equifax in Q2 2015 and held it in 5 quarters.
  • Calvert Investment Management's Equifax position peaked at $1.31M in Q3 2016.
  • 570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.