Poplar Forest Capital’s Equifax EFX Stock Holding History

Poplar Forest Capital’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
2020 Q2	–	Sell	-5,789	Closed	-$691K	–	63
2020 Q1	$691K	Sell	5,789 -1,400	-19%	-$204K	0.1%	48
2019 Q4	$1.01M	Sell	7,189 -33,150	-82%	-$4.59M	0.09%	42
2019 Q3	$5.67M	Sell	40,339 -7	-0%	-$986	0.44%	31
2019 Q2	$5.46M	Sell	40,346 -1,900	-4%	-$238K	0.4%	33
2019 Q1	$5.01M	Buy	42,246 +4	+0%	+$427	0.34%	33
2018 Q4	$3.93M	Hold	42,242	–	–	0.29%	34
2018 Q3	$5.52M	Buy	42,242 +9,761	+30%	+$1.27M	0.42%	32
2018 Q2	$4.06M	Buy	32,481 +900	+3%	+$107K	0.34%	33
2018 Q1	$3.72M	Buy	31,581 +22,431	+245%	+$2.69M	0.32%	34
2017 Q4	$1.08M	Buy	+9,150	New	+$1.03M	0.09%	43

Other funds holding EFX

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Poplar Forest Capital's EFX Position: Q2 2020 in Review

Poplar Forest Capital sold out of Equifax (EFX) in Q2 2020, closing a stake of 5,789 shares — an estimated $691K sold.

Poplar Forest Capital first reported a position in EFX in Q4 2017 and held it in 10 quarters. The position peaked at $5.67M in Q3 2019. 524 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

Poplar Forest Capital reported no remaining Equifax position as of Q2 2020 after selling out during the quarter.
Poplar Forest Capital sold 5,789 Equifax shares in Q2 2020, an estimated $691K.
Poplar Forest Capital first reported a position in Equifax in Q4 2017 and held it in 10 quarters.
Poplar Forest Capital's Equifax position peaked at $5.67M in Q3 2019.
524 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on Poplar Forest Capital's 13F filing for Q2 2020, filed 17 Aug 2020.