QBFM
EFX icon

QS Batterymarch Financial Management’s Equifax EFX Stock Holding History

QS Batterymarch 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
2014
Q2 		– Sell
-19,204
Closed -$1.31M – 935
2014
Q1 		$1.31M Sell
19,204
-620
-3% -$43.4K 0.03% 600
2013
Q4 		$1.37M Sell
19,824
-457
-2% -$29.7K 0.03% 570
2013
Q3 		$1.21M Sell
20,281
-80
-0.4% -$4.92K 0.03% 590
2013
Q2 		$1.2M Buy
+20,361
New +$1.23M 0.02% 600

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

QS Batterymarch Financial Management's EFX Position: Q2 2014 in Review

QS Batterymarch Financial Management sold out of Equifax (EFX) in Q2 2014, closing a stake of 19,204 shares — an estimated $1.31M sold.

QS Batterymarch Financial Management first reported a position in EFX in Q2 2013 and held it in 4 quarters. The position peaked at $1.37M in Q4 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • QS Batterymarch Financial Management reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
  • QS Batterymarch Financial Management sold 19,204 Equifax shares in Q2 2014, an estimated $1.31M.
  • QS Batterymarch Financial Management first reported a position in Equifax in Q2 2013 and held it in 4 quarters.
  • QS Batterymarch Financial Management's Equifax position peaked at $1.37M in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q2 2014, filed 14 Aug 2014.