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Cornerstone Capital Management Holdings’s Equifax EFX Stock Holding History

Cornerstone Capital Management Holdings’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
Q4 		$2.66M Buy
22,577
+1,925
+9% +$216K 0.02% 663
2017
Q3 		$2.19M Sell
20,652
-107
-0.5% -$14.1K 0.02% 712
2017
Q2 		$2.85M Buy
20,759
+236
+1% +$32.4K 0.02% 616
2017
Q1 		$2.81M Sell
20,523
-321
-2% -$40.8K 0.02% 627
2016
Q4 		$2.46M Sell
20,844
-1,719
-8% -$210K 0.02% 680
2016
Q3 		$3.04M Sell
22,563
-2,823
-11% -$374K 0.02% 617
2016
Q2 		$3.26M Sell
25,386
-20,453
-45% -$2.48M 0.03% 571
2016
Q1 		$5.24M Buy
45,839
+19,918
+77% +$2.1M 0.04% 454
2015
Q4 		$2.89M Sell
25,921
-502
-2% -$54.2K 0.02% 624
2015
Q3 		$2.57M Sell
26,423
-974
-4% -$96.8K 0.02% 635
2015
Q2 		$2.66M Sell
27,397
-422
-2% -$41.2K 0.02% 631
2015
Q1 		$2.59M Sell
27,819
-220
-0.8% -$19.5K 0.02% 641
2014
Q4 		$2.27M Buy
28,039
+884
+3% +$68.4K 0.02% 668
2014
Q3 		$2.03M Sell
27,155
-119
-0.4% -$9.06K 0.02% 682
2014
Q2 		$1.98M Sell
27,274
-62
-0.2% -$4.35K 0.02% 694
2014
Q1 		$1.86M Sell
27,336
-1,782
-6% -$125K 0.02% 720
2013
Q4 		$2.01M Sell
29,118
-614
-2% -$39.9K 0.02% 660
2013
Q3 		$1.78M Buy
29,732
+300
+1% +$18.5K 0.02% 683
2013
Q2 		$1.74M Buy
+29,432
New +$1.78M 0.02% 682

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Cornerstone Capital Management Holdings's EFX Position: Q4 2017 in Review

Cornerstone Capital Management Holdings increased its Equifax (EFX) stake by 9.3% in Q4 2017, buying an estimated $216K and bringing the position to 22,577 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #663.

Cornerstone Capital Management Holdings first reported a position in EFX in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.24M in Q1 2016. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Cornerstone Capital Management Holdings held 22,577 shares of Equifax worth $2.66M as of Q4 2017.
  • Cornerstone Capital Management Holdings bought 1,925 Equifax shares in Q4 2017, an estimated $216K.
  • Equifax made up 0.02% of Cornerstone Capital Management Holdings's portfolio in Q4 2017, its #663 holding.
  • Cornerstone Capital Management Holdings first reported a position in Equifax in Q2 2013 and has held it in 19 quarters since.
  • Cornerstone Capital Management Holdings's Equifax position peaked at $5.24M in Q1 2016.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.