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PHH Investments’s Equifax EFX Stock Holding History

PHH Investments’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
2019
Q4 		$1.05M Sell
7,530
-142
-2% -$19.7K 0.28% 48
2019
Q3 		$1.08M Buy
7,672
+274
+4% +$38.6K 0.3% 51
2019
Q2 		$1M Buy
+7,398
New +$928K 0.29% 56

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PHH Investments's EFX Position: Q4 2019 in Review

PHH Investments reduced its Equifax (EFX) stake by 1.9% in Q4 2019, selling an estimated $19.7K and leaving 7,530 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #48.

PHH Investments first reported a position in EFX in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.08M in Q3 2019. 521 funds tracked by Wall St. Rank hold EFX as of Q4 2019.

  • PHH Investments held 7,530 shares of Equifax worth $1.05M as of Q4 2019.
  • PHH Investments sold 142 Equifax shares in Q4 2019, an estimated $19.7K.
  • Equifax made up 0.28% of PHH Investments's portfolio in Q4 2019, its #48 holding.
  • PHH Investments first reported a position in Equifax in Q2 2019 and has held it in 3 quarters since.
  • PHH Investments's Equifax position peaked at $1.08M in Q3 2019.
  • 521 funds tracked by Wall St. Rank held Equifax as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.