GEM
EFX icon

Global Endowment Management’s Equifax EFX Stock Holding History

Global Endowment 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
2019
Q1 		– Sell
-5,200
Closed -$484K – 212
2018
Q4 		$484K Buy
+5,200
New +$553K 0.1% 96

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Global Endowment Management's EFX Position: Q1 2019 in Review

Global Endowment Management sold out of Equifax (EFX) in Q1 2019, closing a stake of 5,200 shares — an estimated $484K sold.

Global Endowment Management first reported a position in EFX in Q4 2018 and held it in 1 quarter. The position peaked at $484K in Q4 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • Global Endowment Management reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
  • Global Endowment Management sold 5,200 Equifax shares in Q1 2019, an estimated $484K.
  • Global Endowment Management first reported a position in Equifax in Q4 2018 and held it in 1 quarter.
  • Global Endowment Management's Equifax position peaked at $484K in Q4 2018.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Global Endowment Management's 13F filing for Q1 2019, filed 14 May 2019.