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Congress Asset Management’s Equifax EFX Stock Holding History

Congress Asset 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
-536,078
Closed -$73.7M – 385
2017
Q2 		$73.7M Buy
536,078
+44,084
+9% +$6.05M 1.32% 22
2017
Q1 		$67.3M Buy
491,994
+48,520
+11% +$6.17M 1.29% 15
2016
Q4 		$52.4M Buy
443,474
+54,051
+14% +$6.61M 1.1% 40
2016
Q3 		$52.4M Buy
389,423
+24,372
+7% +$3.23M 1.16% 28
2016
Q2 		$46.9M Buy
365,051
+11,323
+3% +$1.37M 1.08% 37
2016
Q1 		$40.4M Buy
353,728
+5,437
+2% +$572K 0.98% 42
2015
Q4 		$38.8M Sell
348,291
-9,965
-3% -$1.08M 0.96% 40
2015
Q3 		$34.8M Buy
358,256
+81,519
+29% +$8.1M 0.9% 41
2015
Q2 		$26.9M Sell
276,737
-64,473
-19% -$6.29M 0.77% 45
2015
Q1 		$31.7M Buy
341,210
+58,728
+21% +$5.21M 0.76% 48
2014
Q4 		$22.8M Sell
282,482
-41,852
-13% -$3.24M 0.58% 50
2014
Q3 		$24.2M Buy
324,334
+27,725
+9% +$2.11M 0.62% 53
2014
Q2 		$21.5M Buy
296,609
+18,995
+7% +$1.33M 0.55% 64
2014
Q1 		$18.9M Buy
277,614
+91,261
+49% +$6.38M 0.47% 66
2013
Q4 		$12.9M Sell
186,353
-41,668
-18% -$2.71M 0.34% 62
2013
Q3 		$13.6M Buy
228,021
+14,844
+7% +$913K 0.38% 71
2013
Q2 		$12.6M Buy
+213,177
New +$12.9M 0.37% 65

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return