Capital Guardian Trust’s Equifax EFX Stock Holding History

Capital Guardian 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
2019 Q2	$60.8M	Sell	450,006 -9,566	-2%	-$1.2M	0.82%	42
2019 Q1	$54.4M	Buy	459,572 +10,351	+2%	+$1.1M	0.72%	57
2018 Q4	$41.8M	Buy	449,221 +7,112	+2%	+$757K	0.67%	62
2018 Q3	$57.7M	Buy	442,109 +20,036	+5%	+$2.61M	0.78%	48
2018 Q2	$52.8M	Buy	422,073 +882	+0.2%	+$105K	0.75%	55
2018 Q1	$49.6M	Buy	421,191 +851	+0.2%	+$102K	0.7%	62
2017 Q4	$49.6M	Buy	420,340 +101,816	+32%	+$11.4M	0.7%	54
2017 Q3	$33.8M	Buy	+318,524	New	+$42.1M	0.59%	70

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Guardian Trust's EFX Position: Q2 2019 in Review

Capital Guardian Trust reduced its Equifax (EFX) stake by 2.1% in Q2 2019, selling an estimated $1.2M and leaving 450,006 shares worth $60.8M. The position accounts for 0.82% of the portfolio, ranked #42.

Capital Guardian Trust first reported a position in EFX in Q3 2017 and has held it in 8 quarters since. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

Capital Guardian Trust held 450,006 shares of Equifax worth $60.8M as of Q2 2019.
Capital Guardian Trust sold 9,566 Equifax shares in Q2 2019, an estimated $1.2M.
Equifax made up 0.82% of Capital Guardian Trust's portfolio in Q2 2019, its #42 holding.
Capital Guardian Trust first reported a position in Equifax in Q3 2017 and has held it in 8 quarters since.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.