Parsec Financial Management’s Equifax EFX Stock Holding History

Parsec Financial 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
2017 Q3	–	Sell	-131,391	Closed	-$18.1M	–	233
2017 Q2	$18.1M	Buy	131,391 +3,622	+3%	+$497K	1.43%	18
2017 Q1	$17.5M	Buy	127,769 +4,205	+3%	+$535K	1.45%	21
2016 Q4	$14.6M	Buy	123,564 +1,542	+1%	+$188K	1.27%	27
2016 Q3	$16.4M	Buy	122,022 +2,207	+2%	+$293K	1.49%	20
2016 Q2	$15.4M	Buy	119,815 +1,760	+1%	+$213K	1.48%	23
2016 Q1	$13.5M	Buy	118,055 +4,956	+4%	+$521K	1.34%	26
2015 Q4	$12.6M	Buy	113,099 +9,990	+10%	+$1.08M	1.31%	26
2015 Q3	$10M	Buy	103,109 +17,060	+20%	+$1.69M	1.09%	35
2015 Q2	$8.35M	Buy	86,049 +20,240	+31%	+$1.97M	0.84%	45
2015 Q1	$6.12M	Buy	65,809 +14,689	+29%	+$1.3M	0.62%	58
2014 Q4	$4.13M	Buy	51,120 +33,815	+195%	+$2.62M	0.43%	72
2014 Q3	$1.29M	Buy	17,305 +13,405	+344%	+$1.02M	0.14%	97
2014 Q2	$283K	Buy	3,900 +120	+3%	+$8.42K	0.03%	138
2014 Q1	$257K	Buy	+3,780	New	+$264K	0.03%	139

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Parsec Financial Management's EFX Position: Q3 2017 in Review

Parsec Financial Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 131,391 shares — an estimated $18.1M sold.

Parsec Financial Management first reported a position in EFX in Q1 2014 and held it in 14 quarters. The position peaked at $18.1M in Q2 2017. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Parsec Financial Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Parsec Financial Management sold 131,391 Equifax shares in Q3 2017, an estimated $18.1M.
Parsec Financial Management first reported a position in Equifax in Q1 2014 and held it in 14 quarters.
Parsec Financial Management's Equifax position peaked at $18.1M in Q2 2017.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Parsec Financial Management's 13F filing for Q3 2017, filed 25 Oct 2017.