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Girard Partners’s Equifax EFX Stock Holding History

Girard Partners’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
-4,608
Closed -$633K – 264
2017
Q2 		$633K Buy
4,608
+412
+10% +$56.5K 0.14% 139
2017
Q1 		$574K Buy
4,196
+1,446
+53% +$184K 0.14% 141
2016
Q4 		$325K Buy
2,750
+385
+16% +$47.1K 0.09% 166
2016
Q3 		$318K Buy
2,365
+385
+19% +$51K 0.11% 156
2016
Q2 		$254K Buy
1,980
+230
+13% +$27.9K 0.1% 168
2016
Q1 		$200K Buy
+1,750
New +$184K 0.09% 178

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Massachusetts Financial Services
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State Street
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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

Girard Partners's EFX Position: Q3 2017 in Review

Girard Partners sold out of Equifax (EFX) in Q3 2017, closing a stake of 4,608 shares — an estimated $633K sold.

Girard Partners first reported a position in EFX in Q1 2016 and held it in 6 quarters. The position peaked at $633K in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Girard Partners reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Girard Partners sold 4,608 Equifax shares in Q3 2017, an estimated $633K.
  • Girard Partners first reported a position in Equifax in Q1 2016 and held it in 6 quarters.
  • Girard Partners's Equifax position peaked at $633K in Q2 2017.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Girard Partners's 13F filing for Q3 2017, filed 8 Nov 2017.