OCM
EFX icon

Oakwood Capital Management’s Equifax EFX Stock Holding History

Oakwood 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
2013
Q3 		– Sell
-56,797
Closed -$3.35M – 71
2013
Q2 		$3.35M Buy
+56,797
New +$3.43M 1.32% 29

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Oakwood Capital Management's EFX Position: Q3 2013 in Review

Oakwood Capital Management sold out of Equifax (EFX) in Q3 2013, closing a stake of 56,797 shares — an estimated $3.35M sold.

Oakwood Capital Management first reported a position in EFX in Q2 2013 and held it in 1 quarter. The position peaked at $3.35M in Q2 2013. 395 funds tracked by Wall St. Rank hold EFX as of Q3 2013.

  • Oakwood Capital Management reported no remaining Equifax position as of Q3 2013 after selling out during the quarter.
  • Oakwood Capital Management sold 56,797 Equifax shares in Q3 2013, an estimated $3.35M.
  • Oakwood Capital Management first reported a position in Equifax in Q2 2013 and held it in 1 quarter.
  • Oakwood Capital Management's Equifax position peaked at $3.35M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held Equifax as of Q3 2013.

Based on Oakwood Capital Management's 13F filing for Q3 2013, filed 22 Oct 2013.