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Stonehage Fleming (UK)’s Equifax EFX Stock Holding History

Stonehage Fleming (UK)’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
Q1 		– Sell
-36,098
Closed -$2.49M – 309
2013
Q4 		$2.49M Buy
+36,098
New +$2.35M 1.01% 36

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 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

Stonehage Fleming (UK)'s EFX Position: Q1 2014 in Review

Stonehage Fleming (UK) sold out of Equifax (EFX) in Q1 2014, closing a stake of 36,098 shares — an estimated $2.49M sold.

Stonehage Fleming (UK) first reported a position in EFX in Q4 2013 and held it in 1 quarter. The position peaked at $2.49M in Q4 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • Stonehage Fleming (UK) reported no remaining Equifax position as of Q1 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 36,098 Equifax shares in Q1 2014, an estimated $2.49M.
  • Stonehage Fleming (UK) first reported a position in Equifax in Q4 2013 and held it in 1 quarter.
  • Stonehage Fleming (UK)'s Equifax position peaked at $2.49M in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2014, filed 11 Oct 2019.