Fisher Asset Management
EFX icon

Fisher Asset Management’s Equifax EFX Stock Holding History

Fisher 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
2017
Q3 		– Sell
-168,722
Closed -$23.2M – 799
2017
Q2 		$23.2M Sell
168,722
-726
-0.4% -$99.6K 0.04% 255
2017
Q1 		$23.2M Sell
169,448
-17,670
-9% -$2.25M 0.04% 237
2016
Q4 		$22.1M Buy
187,118
+1,912
+1% +$234K 0.04% 237
2016
Q3 		$24.9M Sell
185,206
-7,587
-4% -$1.01M 0.04% 230
2016
Q2 		$25.5M Sell
192,793
-15,576
-7% -$1.89M 0.05% 224
2016
Q1 		$24.2M Sell
208,369
-5,115
-2% -$538K 0.05% 222
2015
Q4 		$23.8M Sell
213,484
-4,053
-2% -$438K 0.05% 226
2015
Q3 		$21.1M Buy
217,537
+7,340
+3% +$729K 0.04% 227
2015
Q2 		$20.4M Sell
210,197
-750
-0.4% -$73.2K 0.04% 234
2015
Q1 		$19.6M Buy
210,947
+26,235
+14% +$2.33M 0.04% 240
2014
Q4 		$14.9M Sell
184,712
-24,268
-12% -$1.88M 0.03% 252
2014
Q3 		$15.6M Sell
208,980
-23,255
-10% -$1.77M 0.03% 236
2014
Q2 		$16.8M Buy
232,235
+19,502
+9% +$1.37M 0.04% 227
2014
Q1 		$14.5M Sell
212,733
-10,210
-5% -$714K 0.03% 229
2013
Q4 		$15.4M Sell
222,943
-4,275
-2% -$278K 0.03% 227
2013
Q3 		$13.6M Sell
227,218
-10,325
-4% -$635K 0.03% 226
2013
Q2 		$14M Buy
+237,543
New +$14.3M 0.04% 215

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 $5.7T 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