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Sentry Investments’s Equifax EFX Stock Holding History

Sentry Investments’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
2015
Q1 		– Sell
-87,000
Closed -$7.04M – 161
2014
Q4 		$7.04M Sell
87,000
-12,000
-12% -$928K 0.09% 120
2014
Q3 		$7.4M Hold
99,000
– – 0.09% 120
2014
Q2 		$7.18M Hold
99,000
– – 0.09% 121
2014
Q1 		$6.74M Hold
99,000
– – 0.1% 115
2013
Q4 		$6.84M Hold
99,000
– – 0.12% 110
2013
Q3 		$5.92M Sell
99,000
-40,300
-29% -$2.48M 0.11% 103
2013
Q2 		$8.21M Buy
+139,300
New +$8.4M 0.18% 91

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return