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Marietta Investment Partners’s Equifax EFX Stock Holding History

Marietta Investment Partners’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
-16,133
Closed -$1.91M – 137
2016
Q4 		$1.91M Sell
16,133
-23,358
-59% -$2.85M 0.67% 44
2016
Q3 		$5.32M Buy
39,491
+14,645
+59% +$1.94M 1.73% 22
2016
Q2 		$3.19M Buy
24,846
+10,455
+73% +$1.27M 1.14% 30
2016
Q1 		$1.65M Buy
+14,391
New +$1.51M 0.68% 41

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Marietta Investment Partners's EFX Position: Q1 2017 in Review

Marietta Investment Partners sold out of Equifax (EFX) in Q1 2017, closing a stake of 16,133 shares — an estimated $1.91M sold.

Marietta Investment Partners first reported a position in EFX in Q1 2016 and held it in 4 quarters. The position peaked at $5.32M in Q3 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Marietta Investment Partners reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Marietta Investment Partners sold 16,133 Equifax shares in Q1 2017, an estimated $1.91M.
  • Marietta Investment Partners first reported a position in Equifax in Q1 2016 and held it in 4 quarters.
  • Marietta Investment Partners's Equifax position peaked at $5.32M in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Marietta Investment Partners's 13F filing for Q1 2017, filed 11 May 2017.