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Insight Capital Research & Management’s Equifax EFX Stock Holding History

Insight Capital Research & 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
2016
Q4 		– Sell
-15,822
Closed -$2.13M – 119
2016
Q3 		$2.13M Sell
15,822
-21,994
-58% -$2.92M 0.95% 49
2016
Q2 		$4.86M Sell
37,816
-5,359
-12% -$649K 1.69% 10
2016
Q1 		$4.93M Sell
43,175
-1,386
-3% -$146K 1.53% 19
2015
Q4 		$4.96M Buy
+44,561
New +$4.81M 1.44% 24

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Insight Capital Research & Management's EFX Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Equifax (EFX) in Q4 2016, closing a stake of 15,822 shares — an estimated $2.13M sold.

Insight Capital Research & Management first reported a position in EFX in Q4 2015 and held it in 4 quarters. The position peaked at $4.96M in Q4 2015. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Insight Capital Research & Management reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 15,822 Equifax shares in Q4 2016, an estimated $2.13M.
  • Insight Capital Research & Management first reported a position in Equifax in Q4 2015 and held it in 4 quarters.
  • Insight Capital Research & Management's Equifax position peaked at $4.96M in Q4 2015.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.