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Whetstone Capital Advisors’s Equifax EFX Stock Holding History

Whetstone Capital Advisors’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
-21,864
Closed -$2.85M – 20
2018
Q3 		$2.85M Buy
21,864
+264
+1% +$34.4K 1% 19
2018
Q2 		$2.7M Hold
21,600
– – 1.03% 20
2018
Q1 		$2.54M Sell
21,600
-38,500
-64% -$4.62M 1.24% 19
2017
Q4 		$7.09M Hold
60,100
– – 3.16% 12
2017
Q3 		$6.37M Buy
+60,100
New +$7.95M 2.9% 15

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Whetstone Capital Advisors's EFX Position: Q4 2018 in Review

Whetstone Capital Advisors sold out of Equifax (EFX) in Q4 2018, closing a stake of 21,864 shares — an estimated $2.85M sold.

Whetstone Capital Advisors first reported a position in EFX in Q3 2017 and held it in 5 quarters. The position peaked at $7.09M in Q4 2017. 472 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Whetstone Capital Advisors reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Whetstone Capital Advisors sold 21,864 Equifax shares in Q4 2018, an estimated $2.85M.
  • Whetstone Capital Advisors first reported a position in Equifax in Q3 2017 and held it in 5 quarters.
  • Whetstone Capital Advisors's Equifax position peaked at $7.09M in Q4 2017.
  • 472 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Whetstone Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.