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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

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carlson Capital's EFX Position: Q3 2019 in Review

Carlson Capital sold out of Equifax (EFX) in Q3 2019, closing a stake of 78,737 shares — an estimated $10.6M sold.

Carlson Capital first reported a position in EFX in Q2 2013 and held it in 7 quarters. The position peaked at $22.1M in Q2 2013. 500 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

  • Carlson Capital reported no remaining Equifax position as of Q3 2019 after selling out during the quarter.
  • Carlson Capital sold 78,737 Equifax shares in Q3 2019, an estimated $10.6M.
  • Carlson Capital first reported a position in Equifax in Q2 2013 and held it in 7 quarters.
  • Carlson Capital's Equifax position peaked at $22.1M in Q2 2013.
  • 500 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on Carlson Capital's 13F filing for Q3 2019, filed 13 Nov 2019.