Ferris Capital’s Equifax EFX Stock Holding History

Ferris Capital’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 Q2	–	Sell	-130	Closed	-$15K	–	299
2019 Q1	$15K	Hold	130	–	–	0.01%	397
2018 Q4	$12K	Hold	130	–	–	0.01%	411
2018 Q3	$17K	Hold	130	–	–	0.01%	393
2018 Q2	$16K	Hold	130	–	–	0.01%	394
2018 Q1	$15K	Buy	+130	New	+$15.6K	0.01%	438
2017 Q3	–	Sell	-137	Closed	-$19K	–	279
2017 Q2	$19K	Buy	+137	New	+$18.8K	0.01%	367

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ferris Capital's EFX Position: Q2 2019 in Review

Ferris Capital sold out of Equifax (EFX) in Q2 2019, closing a stake of 130 shares — an estimated $15K sold.

Ferris Capital first reported a position in EFX in Q2 2017 and held it in 6 quarters. The position peaked at $19K in Q2 2017. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

Ferris Capital reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 130 Equifax shares in Q2 2019, an estimated $15K.
Ferris Capital first reported a position in Equifax in Q2 2017 and held it in 6 quarters.
Ferris Capital's Equifax position peaked at $19K in Q2 2017.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.