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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Martingale Asset Management's EFX Position: Q2 2016 in Review

Martingale Asset Management sold out of Equifax (EFX) in Q2 2016, closing a stake of 29,579 shares — an estimated $3.38M sold.

Martingale Asset Management first reported a position in EFX in Q2 2013 and held it in 12 quarters. The position peaked at $5.87M in Q4 2015. 567 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

Martingale Asset Management reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
Martingale Asset Management sold 29,579 Equifax shares in Q2 2016, an estimated $3.38M.
Martingale Asset Management first reported a position in Equifax in Q2 2013 and held it in 12 quarters.
Martingale Asset Management's Equifax position peaked at $5.87M in Q4 2015.
567 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Martingale Asset Management's 13F filing for Q2 2016, filed 11 Aug 2016.