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Partner Investment Management’s Equifax EFX Stock Holding History

Partner Investment 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
Q3 		– Sell
-10,100
Closed -$981K – 81
2015
Q2 		$981K Sell
10,100
-2,556
-20% -$249K 1.38% 26
2015
Q1 		$1.18M Sell
12,656
-2,075
-14% -$184K 1.77% 20
2014
Q4 		$1.19M Buy
+14,731
New +$1.14M 0.49% 52

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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $113B AUM 38.87% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Partner Investment Management's EFX Position: Q3 2015 in Review

Partner Investment Management sold out of Equifax (EFX) in Q3 2015, closing a stake of 10,100 shares — an estimated $981K sold.

Partner Investment Management first reported a position in EFX in Q4 2014 and held it in 3 quarters. The position peaked at $1.19M in Q4 2014. 502 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

  • Partner Investment Management reported no remaining Equifax position as of Q3 2015 after selling out during the quarter.
  • Partner Investment Management sold 10,100 Equifax shares in Q3 2015, an estimated $981K.
  • Partner Investment Management first reported a position in Equifax in Q4 2014 and held it in 3 quarters.
  • Partner Investment Management's Equifax position peaked at $1.19M in Q4 2014.
  • 502 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on Partner Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.