KI
EFX icon

Kalmar Investments’s Equifax EFX Stock Holding History

Kalmar Investments’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
-195,640
Closed -$23.1M – 94
2016
Q4 		$23.1M Sell
195,640
-20,460
-9% -$2.5M 1.19% 23
2016
Q3 		$29.1M Sell
216,100
-10,430
-5% -$1.38M 1.33% 17
2016
Q2 		$29.1M Sell
226,530
-82,220
-27% -$9.96M 1.28% 24
2016
Q1 		$35.3M Sell
308,750
-182,995
-37% -$19.3M 1.45% 17
2015
Q4 		$54.8M Buy
491,745
+27,960
+6% +$3.02M 1.34% 13
2015
Q3 		$45.1M Buy
463,785
+210,190
+83% +$20.9M 1.06% 37
2015
Q2 		$24.6M Sell
253,595
-810
-0.3% -$79K 0.47% 77
2015
Q1 		$23.7M Buy
+254,405
New +$22.6M 0.44% 84

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

Kalmar Investments's EFX Position: Q1 2017 in Review

Kalmar Investments sold out of Equifax (EFX) in Q1 2017, closing a stake of 195,640 shares — an estimated $23.1M sold.

Kalmar Investments first reported a position in EFX in Q1 2015 and held it in 8 quarters. The position peaked at $54.8M in Q4 2015. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Kalmar Investments reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Kalmar Investments sold 195,640 Equifax shares in Q1 2017, an estimated $23.1M.
  • Kalmar Investments first reported a position in Equifax in Q1 2015 and held it in 8 quarters.
  • Kalmar Investments's Equifax position peaked at $54.8M in Q4 2015.
  • 570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.