Numeric Investors’s Equifax EFX Stock Holding History

Numeric Investors’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 Q1	–	Sell	-240,800	Closed	-$26.8M	–	1019
2015 Q4	$26.8M	Buy	240,800 +124,300	+107%	+$13.4M	0.29%	79
2015 Q3	$11.3M	Buy	+116,500	New	+$11.6M	0.13%	148
2013 Q3	–	Sell	-17,300	Closed	-$1.02M	–	772
2013 Q2	$1.02M	Buy	+17,300	New	+$1.04M	0.02%	409

Other funds holding EFX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

ACM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Numeric Investors's EFX Position: Q1 2016 in Review

Numeric Investors sold out of Equifax (EFX) in Q1 2016, closing a stake of 240,800 shares — an estimated $26.8M sold.

Numeric Investors first reported a position in EFX in Q2 2013 and held it in 3 quarters. The position peaked at $26.8M in Q4 2015. 553 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

Numeric Investors reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
Numeric Investors sold 240,800 Equifax shares in Q1 2016, an estimated $26.8M.
Numeric Investors first reported a position in Equifax in Q2 2013 and held it in 3 quarters.
Numeric Investors's Equifax position peaked at $26.8M in Q4 2015.
553 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Numeric Investors's 13F filing for Q1 2016, filed 6 May 2016.