Elkfork Partners’s Equifax EFX Stock Holding History

Elkfork Partners’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
2019 Q3	$985K	Sell	7,004 -578	-8%	-$81.4K	0.02%	388
2019 Q2	$1.02M	Sell	7,582 -816	-10%	-$102K	0.03%	390
2019 Q1	$995K	Buy	8,398 +1,020	+14%	+$109K	0.03%	375
2018 Q4	$687K	Buy	7,378 +374	+5%	+$39.8K	0.02%	435
2018 Q3	$915K	Sell	7,004 -374	-5%	-$48.7K	0.02%	400
2018 Q2	$923K	Buy	7,378 +578	+9%	+$68.5K	0.02%	363
2018 Q1	$801K	Sell	6,800 -714	-10%	-$85.7K	0.02%	389
2017 Q4	$886K	Buy	7,514 +1,360	+22%	+$153K	0.02%	390
2017 Q3	$652K	Buy	6,154 +714	+13%	+$94.4K	0.02%	422
2017 Q2	$748K	Sell	5,440 -136	-2%	-$18.7K	0.02%	388
2017 Q1	$763K	Sell	5,576 -2,074	-27%	-$264K	0.02%	356
2016 Q4	$904K	Buy	+7,650	New	+$935K	0.03%	316

Other funds holding EFX

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

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

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

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elkfork Partners's EFX Position: Q3 2019 in Review

Elkfork Partners reduced its Equifax (EFX) stake by 7.6% in Q3 2019, selling an estimated $81.4K and leaving 7,004 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #388.

Elkfork Partners first reported a position in EFX in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2019. 500 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

Elkfork Partners held 7,004 shares of Equifax worth $985K as of Q3 2019.
Elkfork Partners sold 578 Equifax shares in Q3 2019, an estimated $81.4K.
Equifax made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #388 holding.
Elkfork Partners first reported a position in Equifax in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Equifax position peaked at $1.02M in Q2 2019.
500 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.