Jupiter Asset Management’s Equifax EFX Stock Holding History

Jupiter Asset 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
2021 Q4	–	Sell	-4,883	Closed	-$1.24M	–	576
2021 Q3	$1.24M	Buy	+4,883	New	+$1.27M	0.01%	392
2019 Q4	–	Sell	-64,336	Closed	-$9.04M	–	216
2019 Q3	$9.04M	Buy	+64,336	New	+$9.07M	0.3%	98
2017 Q4	–	Sell	-30,000	Closed	-$3.18M	–	224
2017 Q3	$3.18M	Sell	30,000 -15,000	-33%	-$1.98M	0.11%	177
2017 Q2	$6.18M	Sell	45,000 -5,500	-11%	-$755K	0.21%	109
2017 Q1	$6.91M	Sell	50,500 -20,600	-29%	-$2.62M	0.25%	99
2016 Q4	$8.41M	Sell	71,100 -24,200	-25%	-$2.96M	0.31%	84
2016 Q3	$12.8M	Buy	95,300 +3,850	+4%	+$510K	0.48%	58
2016 Q2	$11.7M	Buy	91,450 +4,000	+5%	+$484K	0.45%	61
2016 Q1	$9.99M	Buy	87,450 +32,950	+60%	+$3.47M	0.38%	70
2015 Q4	$6.07M	Hold	54,500	–	–	0.22%	108
2015 Q3	$5.3M	Buy	54,500 +29,200	+115%	+$2.9M	0.21%	117
2015 Q2	$2.46M	Buy	+25,300	New	+$2.47M	0.09%	188
2015 Q1	–	Sell	-18,000	Closed	-$1.46M	–	223
2014 Q4	$1.46M	Buy	+18,000	New	+$1.39M	0.05%	212

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Asset Management's EFX Position: Q4 2021 in Review

Jupiter Asset Management sold out of Equifax (EFX) in Q4 2021, closing a stake of 4,883 shares — an estimated $1.24M sold.

Jupiter Asset Management first reported a position in EFX in Q4 2014 and held it in 13 quarters. The position peaked at $12.8M in Q3 2016. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

Jupiter Asset Management reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
Jupiter Asset Management sold 4,883 Equifax shares in Q4 2021, an estimated $1.24M.
Jupiter Asset Management first reported a position in Equifax in Q4 2014 and held it in 13 quarters.
Jupiter Asset Management's Equifax position peaked at $12.8M in Q3 2016.
695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Jupiter Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.