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Carlson Capital’s Equifax EFX Stock Holding History

Carlson Capital’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
2019
Q3 		– Sell
-78,737
Closed -$10.6M – 247
2019
Q2 		$10.6M Sell
78,737
-86,713
-52% -$10.9M 0.16% 165
2019
Q1 		$19.6M Buy
+165,450
New +$17.7M 0.35% 92
2017
Q1 		– Sell
-34,213
Closed -$4.04M – 272
2016
Q4 		$4.04M Sell
34,213
-52,337
-60% -$6.4M 0.05% 242
2016
Q3 		$11.6M Buy
+86,550
New +$11.5M 0.15% 178
2014
Q1 		– Sell
-118,330
Closed -$8.18M – 331
2013
Q4 		$8.18M Buy
118,330
+46,430
+65% +$3.02M 0.09% 237
2013
Q3 		$4.3M Sell
71,900
-303,496
-81% -$18.7M 0.06% 249
2013
Q2 		$22.1M Buy
+375,396
New +$22.6M 0.27% 127

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return