DBRC
EFX icon

D.B. Root & Company’s Equifax EFX Stock Holding History

D.B. Root & Company’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
Q4 		– Sell
-2,625
Closed -$343K – 193
2018
Q3 		$343K Sell
2,625
-1,545
-37% -$201K 0.15% 159
2018
Q2 		$522K Buy
4,170
+160
+4% +$19K 0.25% 129
2018
Q1 		$472K Buy
+4,010
New +$481K 0.25% 121

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

D.B. Root & Company's EFX Position: Q4 2018 in Review

D.B. Root & Company sold out of Equifax (EFX) in Q4 2018, closing a stake of 2,625 shares — an estimated $343K sold.

D.B. Root & Company first reported a position in EFX in Q1 2018 and held it in 3 quarters. The position peaked at $522K in Q2 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • D.B. Root & Company reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 2,625 Equifax shares in Q4 2018, an estimated $343K.
  • D.B. Root & Company first reported a position in Equifax in Q1 2018 and held it in 3 quarters.
  • D.B. Root & Company's Equifax position peaked at $522K in Q2 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.