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Richard Bernstein Advisors’s Equifax EFX Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-23,864
Closed -$2.83M – 238
2019
Q1 		$2.83M Hold
23,864
– – 0.09% 183
2018
Q4 		$2.22M Sell
23,864
-11,271
-32% -$1.2M 0.08% 240
2018
Q3 		$4.59M Hold
35,135
– – 0.13% 153
2018
Q2 		$4.4M Buy
+35,135
New +$4.16M 0.14% 140

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Richard Bernstein Advisors's EFX Position: Q2 2019 in Review

Richard Bernstein Advisors sold out of Equifax (EFX) in Q2 2019, closing a stake of 23,864 shares — an estimated $2.83M sold.

Richard Bernstein Advisors first reported a position in EFX in Q2 2018 and held it in 4 quarters. The position peaked at $4.59M in Q3 2018. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • Richard Bernstein Advisors reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • Richard Bernstein Advisors sold 23,864 Equifax shares in Q2 2019, an estimated $2.83M.
  • Richard Bernstein Advisors first reported a position in Equifax in Q2 2018 and held it in 4 quarters.
  • Richard Bernstein Advisors's Equifax position peaked at $4.59M in Q3 2018.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Richard Bernstein Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.