Edgewood Management’s Equifax EFX Stock Holding History

Edgewood 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 Q2	–	Sell	-1,497	Closed	-$205K	–	81
2017 Q1	$205K	Buy	+1,497	New	+$190K	﹤0.01%	80
2016 Q4	–	Sell	-1,597	Closed	-$215K	–	90
2016 Q3	$215K	Sell	1,597 -60	-4%	-$7.96K	﹤0.01%	89
2016 Q2	$213K	Buy	+1,657	New	+$201K	﹤0.01%	74
2016 Q1	–	Sell	-1,807	Closed	-$201K	–	76
2015 Q4	$201K	Buy	+1,807	New	+$195K	﹤0.01%	79
2015 Q3	–	Sell	-2,607	Closed	-$253K	–	79
2015 Q2	$253K	Hold	2,607	–	–	﹤0.01%	74
2015 Q1	$242K	Sell	2,607 -1,500	-37%	-$133K	﹤0.01%	69
2014 Q4	$332K	Sell	4,107 -124	-3%	-$9.59K	﹤0.01%	65
2014 Q3	$316K	Hold	4,231	–	–	﹤0.01%	68
2014 Q2	$307K	Sell	4,231 -650	-13%	-$45.6K	﹤0.01%	68
2014 Q1	$332K	Sell	4,881 -500	-9%	-$35K	﹤0.01%	67
2013 Q4	$372K	Sell	5,381 -250	-4%	-$16.3K	﹤0.01%	68
2013 Q3	$337K	Sell	5,631 -900	-14%	-$55.4K	﹤0.01%	65
2013 Q2	$385K	Buy	+6,531	New	+$394K	0.01%	61

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Edgewood Management's EFX Position: Q2 2017 in Review

Edgewood Management sold out of Equifax (EFX) in Q2 2017, closing a stake of 1,497 shares — an estimated $205K sold.

Edgewood Management first reported a position in EFX in Q2 2013 and held it in 13 quarters. The position peaked at $385K in Q2 2013. 589 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

Edgewood Management reported no remaining Equifax position as of Q2 2017 after selling out during the quarter.
Edgewood Management sold 1,497 Equifax shares in Q2 2017, an estimated $205K.
Edgewood Management first reported a position in Equifax in Q2 2013 and held it in 13 quarters.
Edgewood Management's Equifax position peaked at $385K in Q2 2013.
589 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on Edgewood Management's 13F filing for Q2 2017, filed 11 Aug 2017.