NCA
EFX icon

Newbrook Capital Advisors’s Equifax EFX Stock Holding History

Newbrook Capital Advisors’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
2018
Q3 		– Sell
-167,824
Closed -$21M – 25
2018
Q2 		$21M Buy
+167,824
New +$19.9M 1.61% 23

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Newbrook Capital Advisors's EFX Position: Q3 2018 in Review

Newbrook Capital Advisors sold out of Equifax (EFX) in Q3 2018, closing a stake of 167,824 shares — an estimated $21M sold.

Newbrook Capital Advisors first reported a position in EFX in Q2 2018 and held it in 1 quarter. The position peaked at $21M in Q2 2018. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Newbrook Capital Advisors reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
  • Newbrook Capital Advisors sold 167,824 Equifax shares in Q3 2018, an estimated $21M.
  • Newbrook Capital Advisors first reported a position in Equifax in Q2 2018 and held it in 1 quarter.
  • Newbrook Capital Advisors's Equifax position peaked at $21M in Q2 2018.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Newbrook Capital Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.