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Riverhead Capital Management’s Equifax EFX Stock Holding History

Riverhead Capital 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
2019
Q3 		$614K Sell
4,367
-450
-9% -$63.4K 0.02% 635
2019
Q2 		$652K Sell
4,817
-400
-8% -$50.1K 0.02% 626
2019
Q1 		$618K Sell
5,217
-200
-4% -$21.4K 0.03% 618
2018
Q4 		$505K Buy
5,417
+238
+5% +$25.3K 0.02% 656
2018
Q3 		$676K Sell
5,179
-200
-4% -$26.1K 0.02% 623
2018
Q2 		$673K Buy
5,379
+224
+4% +$26.5K 0.03% 567
2018
Q1 		$607K Sell
5,155
-30
-0.6% -$3.6K 0.03% 580
2017
Q4 		$611K Buy
5,185
+618
+14% +$69.5K 0.03% 583
2017
Q3 		$484K Buy
4,567
+500
+12% +$66.1K 0.02% 611
2017
Q2 		$559K Sell
4,067
-151
-4% -$20.7K 0.03% 544
2017
Q1 		$577K Sell
4,218
-1,590
-27% -$202K 0.03% 494
2016
Q4 		$686K Sell
5,808
-4,100
-41% -$501K 0.04% 419
2016
Q3 		$1.33M Sell
9,908
-92,568
-90% -$12.3M 0.09% 286
2016
Q2 		$787K Buy
102,476
+54,622
+114% +$6.62M 0.03% 487
2016
Q1 		$5.47M Buy
47,854
+10,478
+28% +$1.1M 0.08% 305
2015
Q4 		$4.16M Sell
37,376
-27,621
-42% -$2.98M 0.06% 368
2015
Q3 		$6.32M Buy
64,997
+19,680
+43% +$1.95M 0.1% 275
2015
Q2 		$4.4M Buy
45,317
+16,365
+57% +$1.6M 0.07% 344
2015
Q1 		$2.69M Sell
28,952
-16,470
-36% -$1.46M 0.04% 436
2014
Q4 		$3.67M Sell
45,422
-359
-0.8% -$27.8K 0.06% 358
2014
Q3 		$3.42M Buy
45,781
+15,820
+53% +$1.2M 0.06% 351
2014
Q2 		$2.17M Buy
29,961
+4,658
+18% +$327K 0.04% 432
2014
Q1 		$1.72M Buy
25,303
+651
+3% +$45.5K 0.04% 447
2013
Q4 		$1.7M Buy
24,652
+8,652
+54% +$563K 0.05% 379
2013
Q3 		$957K Sell
16,000
-14,000
-47% -$861K 0.03% 351
2013
Q2 		$1.77M Buy
+30,000
New +$1.81M 0.06% 288

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverhead Capital Management's EFX Position: Q3 2019 in Review

Riverhead Capital Management reduced its Equifax (EFX) stake by 9.3% in Q3 2019, selling an estimated $63.4K and leaving 4,367 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #635.

Riverhead Capital Management first reported a position in EFX in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.32M in Q3 2015. 500 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

  • Riverhead Capital Management held 4,367 shares of Equifax worth $614K as of Q3 2019.
  • Riverhead Capital Management sold 450 Equifax shares in Q3 2019, an estimated $63.4K.
  • Equifax made up 0.02% of Riverhead Capital Management's portfolio in Q3 2019, its #635 holding.
  • Riverhead Capital Management first reported a position in Equifax in Q2 2013 and has held it in 26 quarters since.
  • Riverhead Capital Management's Equifax position peaked at $6.32M in Q3 2015.
  • 500 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.