Santa Fe Partners’s Equifax EFX Stock Holding History

Santa Fe Partners’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
2016 Q1	–	Sell	-18,048	Closed	-$2.01M	–	101
2015 Q4	$2.01M	Sell	18,048 -20,494	-53%	-$2.21M	0.33%	116
2015 Q3	$3.74M	Buy	38,542 +16,745	+77%	+$1.66M	0.5%	27
2015 Q2	$2.12M	Sell	21,797 -8,364	-28%	-$816K	0.29%	125
2015 Q1	$2.8M	Buy	+30,161	New	+$2.68M	0.34%	97
2014 Q4	–	Sell	-11,542	Closed	-$863K	–	517
2014 Q3	$863K	Buy	11,542 +3,754	+48%	+$286K	0.13%	281
2014 Q2	$565K	Buy	+7,788	New	+$547K	0.08%	353
2013 Q4	–	Sell	-17,515	Closed	-$1.05M	–	496
2013 Q3	$1.05M	Buy	17,515 +11,089	+173%	+$682K	0.2%	209
2013 Q2	$379K	Buy	+6,426	New	+$388K	0.08%	382

Other funds holding EFX

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Santa Fe Partners's EFX Position: Q1 2016 in Review

Santa Fe Partners sold out of Equifax (EFX) in Q1 2016, closing a stake of 18,048 shares — an estimated $2.01M sold.

Santa Fe Partners first reported a position in EFX in Q2 2013 and held it in 8 quarters. The position peaked at $3.74M in Q3 2015. 554 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

Santa Fe Partners reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
Santa Fe Partners sold 18,048 Equifax shares in Q1 2016, an estimated $2.01M.
Santa Fe Partners first reported a position in Equifax in Q2 2013 and held it in 8 quarters.
Santa Fe Partners's Equifax position peaked at $3.74M in Q3 2015.
554 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.