Kurt F. Somerville’s Equifax EFX Stock Holding History

Kurt F. Somerville’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 Q4	–	Sell	-3,000	Closed	-$318K	–	107
2017 Q3	$318K	Hold	3,000	–	–	0.06%	86
2017 Q2	$412K	Hold	3,000	–	–	0.08%	78
2017 Q1	$410K	Sell	3,000 -1,000	-25%	-$127K	0.09%	81
2016 Q4	$473K	Hold	4,000	–	–	0.1%	80
2016 Q3	$538K	Hold	4,000	–	–	0.12%	78
2016 Q2	$514K	Hold	4,000	–	–	0.12%	79
2016 Q1	$457K	Sell	4,000 -1,000	-20%	-$105K	0.1%	79
2015 Q4	$557K	Hold	5,000	–	–	0.13%	78
2015 Q3	$486K	Hold	5,000	–	–	0.12%	79
2015 Q2	$485K	Hold	5,000	–	–	0.11%	81
2015 Q1	$465K	Hold	5,000	–	–	0.11%	82
2014 Q4	$404K	Buy	+5,000	New	+$387K	0.1%	94

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 $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return