Cohen & Steers
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Cohen & Steers’s Equifax EFX Stock Holding History

Cohen & Steers’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
2016
Q4 		– Sell
-81,890
Closed -$11M – 421
2016
Q3 		$11M Sell
81,890
-28,400
-26% -$3.77M 0.03% 180
2016
Q2 		$14.2M Hold
110,290
– – 0.04% 164
2016
Q1 		$12.6M Sell
110,290
-134,910
-55% -$14.2M 0.03% 165
2015
Q4 		$27.3M Sell
245,200
-31,600
-11% -$3.41M 0.08% 90
2015
Q3 		$26.9M Buy
276,800
+42,000
+18% +$4.17M 0.08% 101
2015
Q2 		$22.8M Buy
234,800
+48,400
+26% +$4.72M 0.07% 123
2015
Q1 		$17.3M Buy
+186,400
New +$16.5M 0.05% 150

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Cohen & Steers's EFX Position: Q4 2016 in Review

Cohen & Steers sold out of Equifax (EFX) in Q4 2016, closing a stake of 81,890 shares — an estimated $11M sold.

Cohen & Steers first reported a position in EFX in Q1 2015 and held it in 7 quarters. The position peaked at $27.3M in Q4 2015. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Cohen & Steers reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Cohen & Steers sold 81,890 Equifax shares in Q4 2016, an estimated $11M.
  • Cohen & Steers first reported a position in Equifax in Q1 2015 and held it in 7 quarters.
  • Cohen & Steers's Equifax position peaked at $27.3M in Q4 2015.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Cohen & Steers's 13F filing for Q4 2016, filed 14 Feb 2017.