Princeton Alpha Management’s Equifax EFX Stock Holding History

Princeton Alpha 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 Q1	–	Sell	-8,017	Closed	-$948K	–	599
2016 Q4	$948K	Sell	8,017 -1,471	-16%	-$180K	0.2%	157
2016 Q3	$1.28M	Buy	9,488 +3,204	+51%	+$425K	0.24%	115
2016 Q2	$807K	Buy	+6,284	New	+$761K	0.14%	221
2015 Q4	–	Sell	-3,709	Closed	-$360K	–	768
2015 Q3	$360K	Buy	3,709 +1,486	+67%	+$148K	0.07%	408
2015 Q2	$216K	Sell	2,223 -1,003	-31%	-$97.8K	0.04%	574
2015 Q1	$300K	Buy	+3,226	New	+$286K	0.06%	446
2014 Q3	–	Sell	-3,885	Closed	-$282K	–	702
2014 Q2	$282K	Buy	+3,885	New	+$273K	0.06%	457
2014 Q1	–	Sell	-3,479	Closed	-$240K	–	639
2013 Q4	$240K	Buy	+3,479	New	+$226K	0.18%	262

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

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Princeton Alpha Management's EFX Position: Q1 2017 in Review

Princeton Alpha Management sold out of Equifax (EFX) in Q1 2017, closing a stake of 8,017 shares — an estimated $948K sold.

Princeton Alpha Management first reported a position in EFX in Q4 2013 and held it in 8 quarters. The position peaked at $1.28M in Q3 2016. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

Princeton Alpha Management reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 8,017 Equifax shares in Q1 2017, an estimated $948K.
Princeton Alpha Management first reported a position in Equifax in Q4 2013 and held it in 8 quarters.
Princeton Alpha Management's Equifax position peaked at $1.28M in Q3 2016.
570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.