Williams Jones & Associates’s Equifax EFX Stock Holding History

Williams Jones & Associates’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	$277K	Hold	2,045	–	–	0.01%	327
2019 Q1	$242K	Buy	+2,045	New	+$218K	0.01%	357
2018 Q4	–	Sell	-2,795	Closed	-$365K	–	410
2018 Q3	$365K	Buy	2,795 +745	+36%	+$97.1K	0.01%	335
2018 Q2	$256K	Sell	2,050 -250	-11%	-$29.6K	0.01%	383
2018 Q1	$271K	Hold	2,300	–	–	0.01%	363
2017 Q4	$271K	Sell	2,300 -200	-8%	-$22.5K	0.01%	373
2017 Q3	$265K	Hold	2,500	–	–	0.01%	360
2017 Q2	$344K	Hold	2,500	–	–	0.01%	320
2017 Q1	$342K	Hold	2,500	–	–	0.01%	324
2016 Q4	$296K	Hold	2,500	–	–	0.01%	317
2016 Q3	$336K	Hold	2,500	–	–	0.01%	306
2016 Q2	$321K	Sell	2,500 -500	-17%	-$60.6K	0.01%	311
2016 Q1	$343K	Hold	3,000	–	–	0.02%	240
2015 Q4	$334K	Hold	3,000	–	–	0.02%	254
2015 Q3	$292K	Hold	3,000	–	–	0.01%	285
2015 Q2	$291K	Hold	3,000	–	–	0.01%	309
2015 Q1	$279K	Buy	+3,000	New	+$266K	0.01%	319

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

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

BlackRock New York $5.72T AUM 30.48% 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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Williams Jones & Associates's EFX Position: Q2 2019 in Review

Williams Jones & Associates held its Equifax (EFX) position steady in Q2 2019 at 2,045 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #327.

Williams Jones & Associates first reported a position in EFX in Q1 2015 and has held it in 17 quarters since. The position peaked at $365K in Q3 2018. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

Williams Jones & Associates held 2,045 shares of Equifax worth $277K as of Q2 2019.
Williams Jones & Associates left its Equifax share count unchanged in Q2 2019.
Equifax made up 0.01% of Williams Jones & Associates's portfolio in Q2 2019, its #327 holding.
Williams Jones & Associates first reported a position in Equifax in Q1 2015 and has held it in 17 quarters since.
Williams Jones & Associates's Equifax position peaked at $365K in Q3 2018.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.