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Summit Global Investments’s Equifax EFX Stock Holding History

Summit Global 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
2018
Q4 		– Sell
-36,551
Closed -$4.77M – 265
2018
Q3 		$4.77M Sell
36,551
-101
-0.3% -$13.2K 0.64% 55
2018
Q2 		$4.59M Buy
+36,652
New +$4.34M 0.69% 53

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Summit Global Investments's EFX Position: Q4 2018 in Review

Summit Global Investments sold out of Equifax (EFX) in Q4 2018, closing a stake of 36,551 shares — an estimated $4.77M sold.

Summit Global Investments first reported a position in EFX in Q2 2018 and held it in 2 quarters. The position peaked at $4.77M in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Summit Global Investments reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Summit Global Investments sold 36,551 Equifax shares in Q4 2018, an estimated $4.77M.
  • Summit Global Investments first reported a position in Equifax in Q2 2018 and held it in 2 quarters.
  • Summit Global Investments's Equifax position peaked at $4.77M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Summit Global Investments's 13F filing for Q4 2018, filed 8 Feb 2019.