Clinton Group’s Equifax EFX Stock Holding History

Clinton Group’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
2018 Q3	$516K	Buy	+3,950	New	+$515K	0.18%	128
2017 Q4	–	Sell	-34,789	Closed	-$3.69M	–	423
2017 Q3	$3.69M	Buy	+34,789	New	+$4.6M	0.4%	79
2017 Q2	–	Sell	-3,858	Closed	-$528K	–	645
2017 Q1	$528K	Sell	3,858 -26,937	-87%	-$3.43M	0.03%	612
2016 Q4	$3.64M	Buy	30,795 +1,265	+4%	+$155K	0.21%	151
2016 Q3	$3.97M	Buy	+29,530	New	+$3.92M	0.19%	160
2016 Q2	–	Sell	-39,242	Closed	-$4.49M	–	917
2016 Q1	$4.49M	Buy	39,242 +35,675	+1,000%	+$3.75M	0.27%	97
2015 Q4	$397K	Buy	3,567 +1,500	+73%	+$162K	0.03%	569
2015 Q3	$201K	Buy	+2,067	New	+$205K	0.02%	628
2014 Q4	–	Sell	-9,880	Closed	-$738K	–	492
2014 Q3	$738K	Buy	+9,880	New	+$752K	0.3%	102
2014 Q2	–	Sell	-21,378	Closed	-$1.45M	–	345
2014 Q1	$1.45M	Buy	+21,378	New	+$1.5M	0.54%	25

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Clinton Group's EFX Position: Q3 2018 in Review

Clinton Group opened a new position in Equifax (EFX) in Q3 2018: 3,950 shares worth $516K. The stake represents 0.18% of the portfolio and ranks #128 among its holdings. This is a return to the name: Clinton Group previously reported a position in EFX as recently as Q3 2017.

Clinton Group first reported a position in EFX in Q1 2014 and has held it in 10 quarters since. The position peaked at $4.49M in Q1 2016. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

Clinton Group held 3,950 shares of Equifax worth $516K as of Q3 2018.
Equifax was a new Clinton Group position in Q3 2018.
Equifax made up 0.18% of Clinton Group's portfolio in Q3 2018, its #128 holding.
Clinton Group first reported a position in Equifax in Q1 2014 and has held it in 10 quarters since.
Clinton Group's Equifax position peaked at $4.49M in Q1 2016.
535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.