ECM
EFX icon

Endex Capital Management’s Equifax EFX Stock Holding History

Endex 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
2013
Q4 		$82K Hold
1,184
– – 0.08% 259
2013
Q3 		$71K Hold
1,184
– – 0.07% 264
2013
Q2 		$70K Buy
+1,184
New +$71.4K 0.07% 261

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Endex Capital Management's EFX Position: Q4 2013 in Review

Endex Capital Management held its Equifax (EFX) position steady in Q4 2013 at 1,184 shares worth $82K. The position accounts for 0.08% of the portfolio, ranked #259.

Endex Capital Management first reported a position in EFX in Q2 2013 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold EFX as of Q4 2013.

  • Endex Capital Management held 1,184 shares of Equifax worth $82K as of Q4 2013.
  • Endex Capital Management left its Equifax share count unchanged in Q4 2013.
  • Equifax made up 0.08% of Endex Capital Management's portfolio in Q4 2013, its #259 holding.
  • Endex Capital Management first reported a position in Equifax in Q2 2013 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Equifax as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.