Halsey Associates’s Equifax EFX Stock Holding History

Halsey Associates’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 Q3	$264K	Hold	1,878	–	–	0.04%	91
2019 Q2	$254K	Hold	1,878	–	–	0.05%	83
2019 Q1	$223K	Buy	+1,878	New	+$200K	0.04%	98
2018 Q4	–	Sell	-1,878	Closed	-$245K	–	105
2018 Q3	$245K	Hold	1,878	–	–	0.04%	90
2018 Q2	$235K	Hold	1,878	–	–	0.05%	87
2018 Q1	$221K	Hold	1,878	–	–	0.04%	100
2017 Q4	$221K	Sell	1,878 -113	-6%	-$12.7K	0.04%	99
2017 Q3	$211K	Hold	1,991	–	–	0.04%	90
2017 Q2	$274K	Hold	1,991	–	–	0.06%	86
2017 Q1	$272K	Hold	1,991	–	–	0.06%	88
2016 Q4	$235K	Sell	1,991 -129	-6%	-$15.8K	0.05%	92
2016 Q3	$285K	Hold	2,120	–	–	0.06%	85
2016 Q2	$272K	Hold	2,120	–	–	0.06%	89
2016 Q1	$242K	Hold	2,120	–	–	0.05%	90
2015 Q4	$236K	Sell	2,120 -180	-8%	-$19.4K	0.05%	94
2015 Q3	$224K	Hold	2,300	–	–	0.05%	97
2015 Q2	$223K	Hold	2,300	–	–	0.05%	102
2015 Q1	$214K	Buy	+2,300	New	+$204K	0.05%	98

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halsey Associates's EFX Position: Q3 2019 in Review

Halsey Associates held its Equifax (EFX) position steady in Q3 2019 at 1,878 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #91.

Halsey Associates first reported a position in EFX in Q1 2015 and has held it in 18 quarters since. The position peaked at $285K in Q3 2016. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

Halsey Associates held 1,878 shares of Equifax worth $264K as of Q3 2019.
Halsey Associates left its Equifax share count unchanged in Q3 2019.
Equifax made up 0.04% of Halsey Associates's portfolio in Q3 2019, its #91 holding.
Halsey Associates first reported a position in Equifax in Q1 2015 and has held it in 18 quarters since.
Halsey Associates's Equifax position peaked at $285K in Q3 2016.
499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.