Coatue Management
EFX icon

Coatue Management’s Equifax EFX Stock Holding History

Coatue 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
2023
Q1 		– Sell
-295,362
Closed -$57.4M – 82
2022
Q4 		$57.4M Hold
295,362
– – 0.64% 28
2022
Q3 		$50.6M Hold
295,362
– – 0.59% 34
2022
Q2 		$54M Buy
+295,362
New +$59.1M 0.65% 36

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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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coatue Management's EFX Position: Q1 2023 in Review

Coatue Management sold out of Equifax (EFX) in Q1 2023, closing a stake of 295,362 shares — an estimated $57.4M sold.

Coatue Management first reported a position in EFX in Q2 2022 and held it in 3 quarters. The position peaked at $57.4M in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Coatue Management reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Coatue Management sold 295,362 Equifax shares in Q1 2023, an estimated $57.4M.
  • Coatue Management first reported a position in Equifax in Q2 2022 and held it in 3 quarters.
  • Coatue Management's Equifax position peaked at $57.4M in Q4 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Coatue Management's 13F filing for Q1 2023, filed 15 May 2023.