Ken Fisher
EFX icon

Ken Fisher’s Equifax EFX Stock Holding History

Ken Fisher’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
Q3 		– Sell
-168,722
Closed -$23.2M – 799
2017
Q2 		$23.2M Sell
168,722
-726
-0.4% -$99.6K 0.04% 255
2017
Q1 		$23.2M Sell
169,448
-17,670
-9% -$2.25M 0.04% 237
2016
Q4 		$22.1M Buy
187,118
+1,912
+1% +$234K 0.04% 237
2016
Q3 		$24.9M Sell
185,206
-7,587
-4% -$1.01M 0.04% 230
2016
Q2 		$25.5M Sell
192,793
-15,576
-7% -$1.89M 0.05% 224
2016
Q1 		$24.2M Sell
208,369
-5,115
-2% -$538K 0.05% 222
2015
Q4 		$23.8M Sell
213,484
-4,053
-2% -$438K 0.05% 226
2015
Q3 		$21.1M Buy
217,537
+7,340
+3% +$729K 0.04% 227
2015
Q2 		$20.4M Sell
210,197
-750
-0.4% -$73.2K 0.04% 234
2015
Q1 		$19.6M Buy
210,947
+26,235
+14% +$2.33M 0.04% 240
2014
Q4 		$14.9M Sell
184,712
-24,268
-12% -$1.88M 0.03% 252
2014
Q3 		$15.6M Sell
208,980
-23,255
-10% -$1.77M 0.03% 236
2014
Q2 		$16.8M Buy
232,235
+19,502
+9% +$1.37M 0.04% 227
2014
Q1 		$14.5M Sell
212,733
-10,210
-5% -$714K 0.03% 229
2013
Q4 		$15.4M Sell
222,943
-4,275
-2% -$278K 0.03% 227
2013
Q3 		$13.6M Sell
227,218
-10,325
-4% -$635K 0.03% 226
2013
Q2 		$14M Buy
+237,543
New +$14.3M 0.04% 215

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Ken Fisher's EFX Position: Q3 2017 in Review

Ken Fisher sold out of Equifax (EFX) in Q3 2017, closing a stake of 168,722 shares — an estimated $23.2M sold.

Ken Fisher first reported a position in EFX in Q2 2013 and held it in 17 quarters. The position peaked at $25.5M in Q2 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Ken Fisher reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Ken Fisher sold 168,722 Equifax shares in Q3 2017, an estimated $23.2M.
  • Ken Fisher first reported a position in Equifax in Q2 2013 and held it in 17 quarters.
  • Ken Fisher's Equifax position peaked at $25.5M in Q2 2016.
  • 520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Fisher Asset Management's 13F filing for Q3 2017, filed 17 Oct 2017.