Carderock Capital Management’s Equifax EFX Stock Holding History

Carderock 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
2017 Q3	–	Sell	-32,627	Closed	-$4.48M	–	74
2017 Q2	$4.48M	Buy	32,627 +540	+2%	+$74.1K	2.02%	20
2017 Q1	$4.39M	Buy	32,087 +7,882	+33%	+$1M	2.03%	20
2016 Q4	$2.86M	Buy	24,205 +11,001	+83%	+$1.34M	1.43%	35
2016 Q3	$1.78M	Buy	13,204 +382	+3%	+$50.6K	0.89%	48
2016 Q2	$1.65M	Buy	12,822 +328	+3%	+$39.7K	0.87%	46
2016 Q1	$1.43M	Buy	+12,494	New	+$1.31M	0.73%	48

Other funds holding EFX

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

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

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

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

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

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

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

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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Carderock Capital Management's EFX Position: Q3 2017 in Review

Carderock Capital Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 32,627 shares — an estimated $4.48M sold.

Carderock Capital Management first reported a position in EFX in Q1 2016 and held it in 6 quarters. The position peaked at $4.48M in Q2 2017. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Carderock Capital Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Carderock Capital Management sold 32,627 Equifax shares in Q3 2017, an estimated $4.48M.
Carderock Capital Management first reported a position in Equifax in Q1 2016 and held it in 6 quarters.
Carderock Capital Management's Equifax position peaked at $4.48M in Q2 2017.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Carderock Capital Management's 13F filing for Q3 2017, filed 15 Nov 2017.