ZCM
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Ziegler Capital Management’s Equifax EFX Stock Holding History

Ziegler 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
2013
Q3 		$364K Sell
6,087
-443
-7% -$27.3K 0.03% 319
2013
Q2 		$385K Buy
+6,530
New +$394K 0.04% 322

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ziegler Capital Management's EFX Position: Q3 2013 in Review

Ziegler Capital Management reduced its Equifax (EFX) stake by 6.8% in Q3 2013, selling an estimated $27.3K and leaving 6,087 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #319.

Ziegler Capital Management first reported a position in EFX in Q2 2013 and has held it in 2 quarters since. The position peaked at $385K in Q2 2013. 395 funds tracked by Wall St. Rank hold EFX as of Q3 2013.

  • Ziegler Capital Management held 6,087 shares of Equifax worth $364K as of Q3 2013.
  • Ziegler Capital Management sold 443 Equifax shares in Q3 2013, an estimated $27.3K.
  • Equifax made up 0.03% of Ziegler Capital Management's portfolio in Q3 2013, its #319 holding.
  • Ziegler Capital Management first reported a position in Equifax in Q2 2013 and has held it in 2 quarters since.
  • Ziegler Capital Management's Equifax position peaked at $385K in Q2 2013.
  • 395 funds tracked by Wall St. Rank held Equifax as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.