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Andreas Halvorsen’s Equifax EFX Stock Holding History

Andreas Halvorsen’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
Q3 		– Sell
-397,000
Closed -$49.7M – 69
2018
Q2 		$49.7M Sell
397,000
-2,190,201
-85% -$260M 0.28% 48
2018
Q1 		$305M Buy
2,587,201
+250,448
+11% +$30.1M 1.84% 23
2017
Q4 		$276M Buy
2,336,753
+1,798,947
+334% +$202M 1.69% 25
2017
Q3 		$57M Buy
+537,806
New +$71.1M 0.37% 47

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Andreas Halvorsen's EFX Position: Q3 2018 in Review

Andreas Halvorsen sold out of Equifax (EFX) in Q3 2018, closing a stake of 397,000 shares — an estimated $49.7M sold.

Andreas Halvorsen first reported a position in EFX in Q3 2017 and held it in 4 quarters. The position peaked at $305M in Q1 2018. 536 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Andreas Halvorsen reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
  • Andreas Halvorsen sold 397,000 Equifax shares in Q3 2018, an estimated $49.7M.
  • Andreas Halvorsen first reported a position in Equifax in Q3 2017 and held it in 4 quarters.
  • Andreas Halvorsen's Equifax position peaked at $305M in Q1 2018.
  • 536 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Viking Global Investors's 13F filing for Q3 2018, filed 14 Nov 2018.