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SG3 Management’s Equifax EFX Stock Holding History

SG3 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
Q2 		– Sell
-47,500
Closed -$5.63M – 428
2019
Q1 		$5.63M Buy
+47,500
New +$5.07M 0.56% 43
2017
Q4 		– Sell
-30,000
Closed -$3.18M – 148
2017
Q3 		$3.18M Buy
+30,000
New +$3.97M 0.73% 38

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

SG3 Management's EFX Position: Q2 2019 in Review

SG3 Management sold out of Equifax (EFX) in Q2 2019, closing a stake of 5,000 shares — an estimated $593K sold.

SG3 Management first reported a position in EFX in Q3 2017 and held it in 2 quarters. The position peaked at $1.85M in Q3 2017. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • SG3 Management reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • SG3 Management sold 5,000 Equifax shares in Q2 2019, an estimated $593K.
  • SG3 Management first reported a position in Equifax in Q3 2017 and held it in 2 quarters.
  • SG3 Management's Equifax position peaked at $1.85M in Q3 2017.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on SG3 Management's 13F filing for Q2 2019, filed 9 Aug 2019.