Tiverton Asset Management’s Equifax EFX Stock Holding History

Tiverton Asset 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 Q3	$258K	Sell	1,836 -60	-3%	-$8.46K	0.01%	509
2019 Q2	$256K	Sell	1,896 -402	-17%	-$50.4K	0.01%	532
2019 Q1	$272K	Buy	+2,298	New	+$245K	0.01%	492
2018 Q1	–	Sell	-1,230	Closed	-$145K	–	503
2017 Q4	$145K	Buy	+1,230	New	+$138K	0.01%	429

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiverton Asset Management's EFX Position: Q3 2019 in Review

Tiverton Asset Management reduced its Equifax (EFX) stake by 3.2% in Q3 2019, selling an estimated $8.46K and leaving 1,836 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #509.

Tiverton Asset Management first reported a position in EFX in Q4 2017 and has held it in 4 quarters since. The position peaked at $272K in Q1 2019. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

Tiverton Asset Management held 1,836 shares of Equifax worth $258K as of Q3 2019.
Tiverton Asset Management sold 60 Equifax shares in Q3 2019, an estimated $8.46K.
Equifax made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #509 holding.
Tiverton Asset Management first reported a position in Equifax in Q4 2017 and has held it in 4 quarters since.
Tiverton Asset Management's Equifax position peaked at $272K in Q1 2019.
499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.