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Foresters Investment Management’s Equifax EFX Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-2,077
Closed -$245K – 446
2017
Q4 		$245K Buy
2,077
+1,033
+99% +$116K ﹤0.01% 465
2017
Q3 		$111K Sell
1,044
-299
-22% -$39.5K ﹤0.01% 533
2017
Q2 		$185K Buy
+1,343
New +$184K ﹤0.01% 477

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Foresters Investment Management's EFX Position: Q1 2018 in Review

Foresters Investment Management sold out of Equifax (EFX) in Q1 2018, closing a stake of 2,077 shares — an estimated $245K sold.

Foresters Investment Management first reported a position in EFX in Q2 2017 and held it in 3 quarters. The position peaked at $245K in Q4 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • Foresters Investment Management reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 2,077 Equifax shares in Q1 2018, an estimated $245K.
  • Foresters Investment Management first reported a position in Equifax in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Equifax position peaked at $245K in Q4 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.