Genesee Valley Trust’s Equifax EFX Stock Holding History

Genesee Valley Trust’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	$248K	Sell	2,198 -1,438	-40%	-$173K	0.1%	171
2017 Q4	$429K	Sell	3,636 -234	-6%	-$26.3K	0.18%	103
2017 Q3	$410K	Sell	3,870 -247	-6%	-$32.7K	0.17%	100
2017 Q2	$566K	Sell	4,117 -125	-3%	-$17.2K	0.24%	72
2017 Q1	$580	Buy	4,242 +67	+2%	+$8.52K	0.4%	72
2016 Q4	$493	Buy	4,175 +2,025	+94%	+$248K	0.35%	83
2016 Q3	$289K	Buy	+2,150	New	+$285K	0.18%	181

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Genesee Valley Trust's EFX Position: Q1 2018 in Review

Genesee Valley Trust reduced its Equifax (EFX) stake by 40% in Q1 2018, selling an estimated $173K and leaving 2,198 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #171.

Genesee Valley Trust first reported a position in EFX in Q3 2016 and has held it in 7 quarters since. The position peaked at $566K in Q2 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

Genesee Valley Trust held 2,198 shares of Equifax worth $248K as of Q1 2018.
Genesee Valley Trust sold 1,438 Equifax shares in Q1 2018, an estimated $173K.
Equifax made up 0.1% of Genesee Valley Trust's portfolio in Q1 2018, its #171 holding.
Genesee Valley Trust first reported a position in Equifax in Q3 2016 and has held it in 7 quarters since.
Genesee Valley Trust's Equifax position peaked at $566K in Q2 2017.
522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Genesee Valley Trust's 13F filing for Q1 2018, filed 3 Apr 2018.