SEI Trust Company’s Equifax EFX Stock Holding History

SEI Trust Company’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 Q3	$5.98M	Buy	80,038 +4,300	+6%	+$327K	0.06%	366
2014 Q2	$5.49M	Sell	75,738 -22,200	-23%	-$1.56M	0.05%	398
2014 Q1	$6.66M	Sell	97,938 -21,900	-18%	-$1.53M	0.07%	338
2013 Q4	$8.28M	Sell	119,838 -54,000	-31%	-$3.51M	0.08%	277
2013 Q3	$10.4M	Sell	173,838 -3,600	-2%	-$221K	0.11%	213
2013 Q2	$10.5M	Buy	+177,438	New	+$10.7M	0.13%	197

Other funds holding EFX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

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

BAM

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

SEI Trust Company's EFX Position: Q3 2014 in Review

SEI Trust Company increased its Equifax (EFX) stake by 5.7% in Q3 2014, buying an estimated $327K and bringing the position to 80,038 shares worth $5.98M. The position accounts for 0.06% of the portfolio, ranked #366.

SEI Trust Company first reported a position in EFX in Q2 2013 and has held it in 6 quarters since. The position peaked at $10.5M in Q2 2013. 423 funds tracked by Wall St. Rank hold EFX as of Q3 2014.

SEI Trust Company held 80,038 shares of Equifax worth $5.98M as of Q3 2014.
SEI Trust Company bought 4,300 Equifax shares in Q3 2014, an estimated $327K.
Equifax made up 0.06% of SEI Trust Company's portfolio in Q3 2014, its #366 holding.
SEI Trust Company first reported a position in Equifax in Q2 2013 and has held it in 6 quarters since.
SEI Trust Company's Equifax position peaked at $10.5M in Q2 2013.
423 funds tracked by Wall St. Rank held Equifax as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.