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Meritage Portfolio Management’s Equifax EFX Stock Holding History

Meritage Portfolio 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
-65,398
Closed -$7.47M – 194
2016
Q1 		$7.47M Sell
65,398
-750
-1% -$78.9K 0.85% 27
2015
Q4 		$7.37M Buy
66,148
+170
+0.3% +$18.4K 0.83% 23
2015
Q3 		$6.41M Buy
65,978
+2,168
+3% +$215K 0.74% 30
2015
Q2 		$6.2M Buy
63,810
+440
+0.7% +$42.9K 0.65% 44
2015
Q1 		$5.89M Buy
63,370
+795
+1% +$70.6K 0.59% 60
2014
Q4 		$5.06M Sell
62,575
-420
-0.7% -$32.5K 0.54% 78
2014
Q3 		$4.71M Sell
62,995
-1,875
-3% -$143K 0.54% 88
2014
Q2 		$4.71M Buy
64,870
+915
+1% +$64.2K 0.51% 96
2014
Q1 		$4.35M Buy
63,955
+1,005
+2% +$70.3K 0.52% 93
2013
Q4 		$4.35M Sell
62,950
-2,995
-5% -$195K 0.54% 89
2013
Q3 		$3.95M Buy
65,945
+2,525
+4% +$155K 0.51% 101
2013
Q2 		$3.74M Buy
+63,420
New +$3.83M 0.54% 86

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