MAM
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Martingale Asset Management’s Equifax EFX Stock Holding History

Martingale Asset 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
-29,579
Closed -$3.38M – 841
2016
Q1 		$3.38M Sell
29,579
-23,107
-44% -$2.43M 0.07% 261
2015
Q4 		$5.87M Hold
52,686
– – 0.13% 207
2015
Q3 		$5.12M Sell
52,686
-698
-1% -$69.3K 0.13% 213
2015
Q2 		$5.18M Buy
53,384
+42,907
+410% +$4.19M 0.12% 222
2015
Q1 		$975K Sell
10,477
-2,598
-20% -$231K 0.02% 532
2014
Q4 		$1.06M Hold
13,075
– – 0.03% 506
2014
Q3 		$978K Sell
13,075
-400
-3% -$30.5K 0.03% 497
2014
Q2 		$978K Sell
13,475
-803
-6% -$56.4K 0.03% 523
2014
Q1 		$972K Hold
14,278
– – 0.03% 503
2013
Q4 		$987K Sell
14,278
-7,402
-34% -$481K 0.03% 552
2013
Q3 		$1.3M Sell
21,680
-2,532
-10% -$156K 0.05% 413
2013
Q2 		$1.43M Buy
+24,212
New +$1.46M 0.05% 365

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return