HIM
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Hermes Investment Management’s Equifax EFX Stock Holding History

Hermes Investment 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
2017
Q3 		– Sell
-230,430
Closed -$31.7M – 223
2017
Q2 		$31.7M Sell
230,430
-14,629
-6% -$2.01M 0.52% 76
2017
Q1 		$33.5M Buy
245,059
+6,568
+3% +$835K 0.54% 75
2016
Q4 		$28.2M Buy
238,491
+58,544
+33% +$7.16M 0.48% 80
2016
Q3 		$24.2M Sell
179,947
-23,498
-12% -$3.12M 0.41% 90
2016
Q2 		$26.1M Sell
203,445
-107,746
-35% -$13.1M 0.53% 80
2016
Q1 		$36.3M Sell
311,191
-53,212
-15% -$5.6M 0.76% 46
2015
Q4 		$40.6M Buy
364,403
+17,129
+5% +$1.85M 0.92% 31
2015
Q3 		$33.7M Buy
347,274
+21,245
+7% +$2.11M 0.87% 37
2015
Q2 		$31.7M Buy
326,029
+5,947
+2% +$580K 0.71% 59
2015
Q1 		$29.8M Buy
320,082
+50,155
+19% +$4.45M 0.69% 58
2014
Q4 		$21.8M Sell
269,927
-86,754
-24% -$6.71M 0.56% 80
2014
Q3 		$26.7M Buy
356,681
+7,759
+2% +$591K 0.68% 67
2014
Q2 		$25.3M Sell
348,922
-72,191
-17% -$5.07M 0.7% 66
2014
Q1 		$28.6M Sell
421,113
-14,422
-3% -$1.01M 0.9% 56
2013
Q4 		$30.1M Sell
435,535
-14,126
-3% -$919K 0.92% 55
2013
Q3 		$26.9M Buy
449,661
+56,818
+14% +$3.5M 0.91% 55
2013
Q2 		$23.1M Buy
+392,843
New +$23.7M 0.9% 50

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Hermes Investment Management's EFX Position: Q3 2017 in Review

Hermes Investment Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 230,430 shares — an estimated $31.7M sold.

Hermes Investment Management first reported a position in EFX in Q2 2013 and held it in 17 quarters. The position peaked at $40.6M in Q4 2015. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Hermes Investment Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Hermes Investment Management sold 230,430 Equifax shares in Q3 2017, an estimated $31.7M.
  • Hermes Investment Management first reported a position in Equifax in Q2 2013 and held it in 17 quarters.
  • Hermes Investment Management's Equifax position peaked at $40.6M in Q4 2015.
  • 520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Hermes Investment Management's 13F filing for Q3 2017, filed 18 Oct 2017.