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Winton Capital Management’s Equifax EFX Stock Holding History

Winton Capital 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
2014
Q1 		$20.3M Sell
298,643
-44,107
-13% -$3.08M 0.14% 261
2013
Q4 		$23.7M Sell
342,750
-80,244
-19% -$5.22M 0.21% 194
2013
Q3 		$25.3M Sell
422,994
-145,518
-26% -$8.95M 0.31% 124
2013
Q2 		$33.5M Buy
+568,512
New +$34.3M 0.41% 80

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 16.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Winton Capital Management's EFX Position: Q1 2014 in Review

Winton Capital Management reduced its Equifax (EFX) stake by 13% in Q1 2014, selling an estimated $3.08M and leaving 298,643 shares worth $20.3M. The position accounts for 0.14% of the portfolio, ranked #261.

Winton Capital Management first reported a position in EFX in Q2 2013 and has held it in 4 quarters since. The position peaked at $33.5M in Q2 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • Winton Capital Management held 298,643 shares of Equifax worth $20.3M as of Q1 2014.
  • Winton Capital Management sold 44,107 Equifax shares in Q1 2014, an estimated $3.08M.
  • Equifax made up 0.14% of Winton Capital Management's portfolio in Q1 2014, its #261 holding.
  • Winton Capital Management first reported a position in Equifax in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Equifax position peaked at $33.5M in Q2 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.