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BlueMar Capital Management’s Equifax EFX Stock Holding History

BlueMar 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
2020
Q4 		– Sell
-15,990
Closed -$2.51M – 63
2020
Q3 		$2.51M Buy
15,990
+5,838
+58% +$956K 0.64% 43
2020
Q2 		$1.75M Buy
+10,152
New +$1.5M 0.51% 50

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BlueMar Capital Management's EFX Position: Q4 2020 in Review

BlueMar Capital Management sold out of Equifax (EFX) in Q4 2020, closing a stake of 15,990 shares — an estimated $2.51M sold.

BlueMar Capital Management first reported a position in EFX in Q2 2020 and held it in 2 quarters. The position peaked at $2.51M in Q3 2020. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • BlueMar Capital Management reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • BlueMar Capital Management sold 15,990 Equifax shares in Q4 2020, an estimated $2.51M.
  • BlueMar Capital Management first reported a position in Equifax in Q2 2020 and held it in 2 quarters.
  • BlueMar Capital Management's Equifax position peaked at $2.51M in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on BlueMar Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.