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James Investment Research’s Equifax EFX Stock Holding History

James Investment Research’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
Q1 		– Sell
-3,750
Closed -$443K – 665
2016
Q4 		$443K Sell
3,750
-59,707
-94% -$7.3M 0.01% 299
2016
Q3 		$8.54M Sell
63,457
-3,163
-5% -$419K 0.23% 123
2016
Q2 		$8.55M Buy
66,620
+10,878
+20% +$1.32M 0.22% 123
2016
Q1 		$6.37M Sell
55,742
-1,574
-3% -$166K 0.16% 129
2015
Q4 		$6.38M Sell
57,316
-261
-0.5% -$28.2K 0.16% 129
2015
Q3 		$5.59M Buy
57,577
+43,447
+307% +$4.32M 0.15% 128
2015
Q2 		$1.37M Sell
14,130
-575
-4% -$56.1K 0.03% 209
2015
Q1 		$1.37M Buy
14,705
+240
+2% +$21.3K 0.03% 220
2014
Q4 		$1.17M Sell
14,465
-9,720
-40% -$752K 0.03% 224
2014
Q3 		$1.81M Buy
24,185
+7,240
+43% +$551K 0.06% 185
2014
Q2 		$1.23M Sell
16,945
-11,265
-40% -$791K 0.04% 202
2014
Q1 		$1.92M Sell
28,210
-3,295
-10% -$230K 0.06% 181
2013
Q4 		$2.18M Sell
31,505
-105
-0.3% -$6.83K 0.07% 184
2013
Q3 		$1.89M Sell
31,610
-17,700
-36% -$1.09M 0.07% 174
2013
Q2 		$2.91M Buy
+49,310
New +$2.97M 0.12% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

James Investment Research's EFX Position: Q1 2017 in Review

James Investment Research sold out of Equifax (EFX) in Q1 2017, closing a stake of 3,750 shares — an estimated $443K sold.

James Investment Research first reported a position in EFX in Q2 2013 and held it in 15 quarters. The position peaked at $8.55M in Q2 2016. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • James Investment Research reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 3,750 Equifax shares in Q1 2017, an estimated $443K.
  • James Investment Research first reported a position in Equifax in Q2 2013 and held it in 15 quarters.
  • James Investment Research's Equifax position peaked at $8.55M in Q2 2016.
  • 570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.