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EFX icon

GAM Systematic’s Equifax EFX Stock Holding History

GAM Systematic’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
2016
Q4 		– Sell
-2,989
Closed -$402K – 618
2016
Q3 		$402K Sell
2,989
-2,934
-50% -$389K 0.08% 412
2016
Q2 		$761K Sell
5,923
-1,733
-23% -$210K 0.18% 226
2016
Q1 		$875K Buy
7,656
+2,555
+50% +$269K 0.23% 166
2015
Q4 		$568K Buy
5,101
+1,977
+63% +$214K 0.16% 262
2015
Q3 		$304K Sell
3,124
-40
-1% -$3.97K 0.07% 444
2015
Q2 		$307K Sell
3,164
-1,815
-36% -$177K 0.04% 320
2015
Q1 		$463K Buy
4,979
+3,164
+174% +$281K 0.06% 316
2014
Q4 		$147K Buy
+1,815
New +$140K 0.03% 344

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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

GAM Systematic's EFX Position: Q4 2016 in Review

GAM Systematic sold out of Equifax (EFX) in Q4 2016, closing a stake of 2,989 shares — an estimated $402K sold.

GAM Systematic first reported a position in EFX in Q4 2014 and held it in 8 quarters. The position peaked at $875K in Q1 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • GAM Systematic reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • GAM Systematic sold 2,989 Equifax shares in Q4 2016, an estimated $402K.
  • GAM Systematic first reported a position in Equifax in Q4 2014 and held it in 8 quarters.
  • GAM Systematic's Equifax position peaked at $875K in Q1 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on GAM Systematic's 13F filing for Q4 2016, filed 14 Feb 2017.