Jupiter Investment Management’s Equifax EFX Stock Holding History

Jupiter 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
2016 Q2	–	Sell	-144,451	Closed	-$16.5M	–	460
2016 Q1	$16.5M	Buy	144,451 +32,554	+29%	+$3.43M	0.34%	91
2015 Q4	$12.5M	Buy	111,897 +40,896	+58%	+$4.42M	0.33%	89
2015 Q3	$6.9M	Buy	+71,001	New	+$7.05M	0.19%	118
2015 Q1	–	Sell	-26,300	Closed	-$2.13M	–	357
2014 Q4	$2.13M	Buy	+26,300	New	+$2.03M	0.08%	177
2014 Q2	–	Sell	-11,000	Closed	-$748K	–	352
2014 Q1	$748K	Buy	+11,000	New	+$769K	0.05%	250

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jupiter Investment Management's EFX Position: Q2 2016 in Review

Jupiter Investment Management sold out of Equifax (EFX) in Q2 2016, closing a stake of 144,451 shares — an estimated $16.5M sold.

Jupiter Investment Management first reported a position in EFX in Q1 2014 and held it in 5 quarters. The position peaked at $16.5M in Q1 2016. 567 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

Jupiter Investment Management reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
Jupiter Investment Management sold 144,451 Equifax shares in Q2 2016, an estimated $16.5M.
Jupiter Investment Management first reported a position in Equifax in Q1 2014 and held it in 5 quarters.
Jupiter Investment Management's Equifax position peaked at $16.5M in Q1 2016.
567 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Jupiter Investment Management's 13F filing for Q2 2016, filed 22 Jul 2016.