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EverPoint Asset Management’s Equifax EFX Stock Holding History

EverPoint Asset 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
2015
Q4 		– Sell
-24,881
Closed -$2.42M – 482
2015
Q3 		$2.42M Sell
24,881
-213,019
-90% -$21.2M 0.06% 312
2015
Q2 		$23.1M Buy
+237,900
New +$23.2M 0.42% 57

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

EverPoint Asset Management's EFX Position: Q4 2015 in Review

EverPoint Asset Management sold out of Equifax (EFX) in Q4 2015, closing a stake of 24,881 shares — an estimated $2.42M sold.

EverPoint Asset Management first reported a position in EFX in Q2 2015 and held it in 2 quarters. The position peaked at $23.1M in Q2 2015. 535 funds tracked by Wall St. Rank hold EFX as of Q4 2015.

  • EverPoint Asset Management reported no remaining Equifax position as of Q4 2015 after selling out during the quarter.
  • EverPoint Asset Management sold 24,881 Equifax shares in Q4 2015, an estimated $2.42M.
  • EverPoint Asset Management first reported a position in Equifax in Q2 2015 and held it in 2 quarters.
  • EverPoint Asset Management's Equifax position peaked at $23.1M in Q2 2015.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q4 2015.

Based on EverPoint Asset Management's 13F filing for Q4 2015, filed 16 Feb 2016.