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GlobalBridge’s Equifax EFX Stock Holding History

GlobalBridge’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
2014
Q1 		$287K Sell
4,224
-248
-6% -$17.3K 0.13% 237
2013
Q4 		$309K Buy
4,472
+540
+14% +$35.1K 0.15% 218
2013
Q3 		$235K Buy
3,932
+403
+11% +$24.8K 0.13% 264
2013
Q2 		$208K Buy
+3,529
New +$213K 0.11% 290

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

GlobalBridge's EFX Position: Q1 2014 in Review

GlobalBridge reduced its Equifax (EFX) stake by 5.5% in Q1 2014, selling an estimated $17.3K and leaving 4,224 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #237.

GlobalBridge first reported a position in EFX in Q2 2013 and has held it in 4 quarters since. The position peaked at $309K in Q4 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • GlobalBridge held 4,224 shares of Equifax worth $287K as of Q1 2014.
  • GlobalBridge sold 248 Equifax shares in Q1 2014, an estimated $17.3K.
  • Equifax made up 0.13% of GlobalBridge's portfolio in Q1 2014, its #237 holding.
  • GlobalBridge first reported a position in Equifax in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Equifax position peaked at $309K in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.