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 $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Fidelity Investments

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

Wellington Management Group

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

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return