EWM
EFX icon

Evercore Wealth Management’s Equifax EFX Stock Holding History

Evercore Wealth 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
Q3 		– Sell
-555
Closed -$76K – 919
2017
Q2 		$76K Hold
555
– – ﹤0.01% 520
2017
Q1 		$76K Sell
555
-535
-49% -$68.1K ﹤0.01% 530
2016
Q4 		$129K Sell
1,090
-295
-21% -$36.1K 0.01% 448
2016
Q3 		$186K Sell
1,385
-533
-28% -$70.7K 0.01% 387
2016
Q2 		$246K Buy
1,918
+194
+11% +$23.5K 0.01% 326
2016
Q1 		$197K Buy
1,724
+101
+6% +$10.6K 0.01% 356
2015
Q4 		$181K Buy
1,623
+243
+18% +$26.3K 0.01% 386
2015
Q3 		$135K Hold
1,380
– – 0.01% 448
2015
Q2 		$135K Hold
1,380
– – 0.01% 484
2015
Q1 		$129K Hold
1,380
– – 0.01% 490
2014
Q4 		$111K Hold
1,380
– – 0.01% 450
2014
Q3 		$102K Sell
1,380
-250
-15% -$19K 0.01% 511
2014
Q2 		$117K Hold
1,630
– – 0.01% 484
2014
Q1 		$111K Hold
1,630
– – 0.01% 466
2013
Q4 		$113K Sell
1,630
-34
-2% -$2.21K 0.01% 438
2013
Q3 		$100K Buy
1,664
+34
+2% +$2.09K 0.01% 486
2013
Q2 		$96K Buy
+1,630
New +$98.3K 0.01% 495

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return