Dynamic Capital Management’s Equifax EFX Stock Holding History

Dynamic Capital 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
2018 Q3	–	Sell	-5,458	Closed	-$683K	–	139
2018 Q2	$683K	Buy	5,458 +3,698	+210%	+$438K	1.09%	27
2018 Q1	$207K	Buy	+1,760	New	+$211K	0.51%	75
2017 Q4	–	Sell	-17,580	Closed	-$1.86M	–	255
2017 Q3	$1.86M	Buy	17,580 +14,332	+441%	+$1.9M	0.53%	48
2017 Q2	$446K	Sell	3,248 -25,760	-89%	-$3.54M	0.1%	181
2017 Q1	$3.97M	Buy	+29,008	New	+$3.69M	0.64%	38
2015 Q1	–	Sell	-5,095	Closed	-$412K	–	280
2014 Q4	$412K	Sell	5,095 -5,159	-50%	-$399K	0.22%	133
2014 Q3	$766K	Buy	+10,254	New	+$781K	0.2%	190
2014 Q2	–	Sell	-17,804	Closed	-$1.21M	–	421
2014 Q1	$1.21M	Buy	17,804 +2,225	+14%	+$156K	0.39%	66
2013 Q4	$1.08M	Sell	15,579 -7,403	-32%	-$481K	0.2%	167
2013 Q3	$1.38M	Buy	22,982 +13,385	+139%	+$823K	0.31%	94
2013 Q2	$566K	Buy	+9,597	New	+$579K	0.15%	197

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return