NCCM
EFX icon

Nine Chapters Capital Management’s Equifax EFX Stock Holding History

Nine Chapters Capital 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
2015
Q2 		– Sell
-6,900
Closed -$642K – 1009
2015
Q1 		$642K Buy
+6,900
New +$612K 0.05% 513
2014
Q4 		– Sell
-10,700
Closed -$800K – 1010
2014
Q3 		$800K Sell
10,700
-22,800
-68% -$1.74M 0.07% 372
2014
Q2 		$2.43M Buy
+33,500
New +$2.35M 0.2% 139
2013
Q4 		– Sell
-42,600
Closed -$2.55M – 824
2013
Q3 		$2.55M Buy
42,600
+22,100
+108% +$1.36M 0.3% 88
2013
Q2 		$1.21M Buy
+20,500
New +$1.24M 0.21% 144

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return