Compagnie Lombard Odier SCmA’s Equifax EFX Stock Holding History

Compagnie Lombard Odier SCmA’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
2022 Q2	–	Sell	-330	Closed	-$66K	–	612
2022 Q1	$78K	Hold	330	–	–	﹤0.01%	405
2021 Q4	$97K	Hold	330	–	–	﹤0.01%	438
2021 Q3	$84K	Hold	330	–	–	﹤0.01%	449
2021 Q2	$79K	Hold	330	–	–	﹤0.01%	440
2021 Q1	$60K	Buy	+330	New	+$58.3K	﹤0.01%	489
2020 Q1	–	Sell	-4,000	Closed	-$560K	–	517
2019 Q4	$560K	Hold	4,000	–	–	0.02%	180
2019 Q3	$563K	Buy	+4,000	New	+$564K	0.02%	170
2015 Q2	–	Sell	-2,540	Closed	-$236K	–	862
2015 Q1	$236K	Hold	2,540	–	–	0.01%	454
2014 Q4	$205K	Hold	2,540	–	–	0.01%	411
2014 Q3	$190K	Hold	2,540	–	–	0.01%	520
2014 Q2	$184K	Hold	2,540	–	–	0.01%	548
2014 Q1	$173K	Hold	2,540	–	–	0.01%	553
2013 Q4	$175K	Buy	+2,540	New	+$165K	0.01%	554

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compagnie Lombard Odier SCmA's EFX Position: Q2 2022 in Review

Compagnie Lombard Odier SCmA sold out of Equifax (EFX) in Q2 2022, closing a stake of 330 shares — an estimated $66K sold.

Compagnie Lombard Odier SCmA first reported a position in EFX in Q4 2013 and held it in 13 quarters. The position peaked at $563K in Q3 2019. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

Compagnie Lombard Odier SCmA reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 330 Equifax shares in Q2 2022, an estimated $66K.
Compagnie Lombard Odier SCmA first reported a position in Equifax in Q4 2013 and held it in 13 quarters.
Compagnie Lombard Odier SCmA's Equifax position peaked at $563K in Q3 2019.
633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2022, filed 11 Aug 2022.