Alkeon Capital Management
EFX icon

Alkeon Capital Management’s Equifax EFX Stock Holding History

Alkeon 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
2022
Q2 		– Sell
-590,133
Closed -$140M – 149
2022
Q1 		$140M Buy
590,133
+60,403
+11% +$14.2M 0.28% 75
2021
Q4 		$155M Buy
529,730
+50,000
+10% +$13.9M 0.29% 77
2021
Q3 		$122M Buy
+479,730
New +$125M 0.21% 91

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alkeon Capital Management's EFX Position: Q2 2022 in Review

Alkeon Capital Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 590,133 shares — an estimated $140M sold.

Alkeon Capital Management first reported a position in EFX in Q3 2021 and held it in 3 quarters. The position peaked at $155M in Q4 2021. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Alkeon Capital Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Alkeon Capital Management sold 590,133 Equifax shares in Q2 2022, an estimated $140M.
  • Alkeon Capital Management first reported a position in Equifax in Q3 2021 and held it in 3 quarters.
  • Alkeon Capital Management's Equifax position peaked at $155M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Alkeon Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.