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Daiwa SB Investments’s Equifax EFX Stock Holding History

Daiwa SB Investments’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 		– Sell
-5,160
Closed -$547K – 246
2017
Q3 		$547K Buy
5,160
+610
+13% +$80.7K 0.15% 81
2017
Q2 		$625K Sell
4,550
-570
-11% -$78.2K 0.17% 85
2017
Q1 		$700K Buy
5,120
+130
+3% +$16.5K 0.19% 84
2016
Q4 		$590K Buy
4,990
+90
+2% +$11K 0.16% 96
2016
Q3 		$659K Buy
4,900
+3,920
+400% +$520K 0.17% 86
2016
Q2 		$123K Buy
+980
New +$119K 0.04% 123

Other funds holding EFX

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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

Daiwa SB Investments's EFX Position: Q4 2017 in Review

Daiwa SB Investments sold out of Equifax (EFX) in Q4 2017, closing a stake of 5,160 shares — an estimated $547K sold.

Daiwa SB Investments first reported a position in EFX in Q2 2016 and held it in 6 quarters. The position peaked at $700K in Q1 2017. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Daiwa SB Investments reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Daiwa SB Investments sold 5,160 Equifax shares in Q4 2017, an estimated $547K.
  • Daiwa SB Investments first reported a position in Equifax in Q2 2016 and held it in 6 quarters.
  • Daiwa SB Investments's Equifax position peaked at $700K in Q1 2017.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Daiwa SB Investments's 13F filing for Q4 2017, filed 12 Jan 2018.