NA
EFX icon

Navellier & Associates’s Equifax EFX Stock Holding History

Navellier & Associates’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
-2,162
Closed -$256K – 284
2016
Q4 		$256K Sell
2,162
-64,011
-97% -$7.82M 0.04% 245
2016
Q3 		$8.91M Sell
66,173
-4,499
-6% -$597K 1.27% 22
2016
Q2 		$9.07M Sell
70,672
-32,985
-32% -$4M 1.35% 28
2016
Q1 		$11.8M Sell
103,657
-28,432
-22% -$2.99M 1.54% 28
2015
Q4 		$14.7M Buy
132,089
+128,489
+3,569% +$13.9M 1.62% 28
2015
Q3 		$350K Hold
3,600
– – 0.04% 201
2015
Q2 		$350K Buy
+3,600
New +$351K 0.03% 260

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Navellier & Associates's EFX Position: Q1 2017 in Review

Navellier & Associates sold out of Equifax (EFX) in Q1 2017, closing a stake of 2,162 shares — an estimated $256K sold.

Navellier & Associates first reported a position in EFX in Q2 2015 and held it in 7 quarters. The position peaked at $14.7M in Q4 2015. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Navellier & Associates reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Navellier & Associates sold 2,162 Equifax shares in Q1 2017, an estimated $256K.
  • Navellier & Associates first reported a position in Equifax in Q2 2015 and held it in 7 quarters.
  • Navellier & Associates's Equifax position peaked at $14.7M in Q4 2015.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Navellier & Associates's 13F filing for Q1 2017, filed 21 Apr 2017.