Echo Street Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,243
| Closed | -$960K | – | 137 |
|
|
2023
Q3 | $960K | Buy |
+5,243
| New | +$1.07M | 0.01% | 149 |
|
|
2023
Q2 | – | Sell |
-1,458
| Closed | -$296K | – | 496 |
|
|
2023
Q1 | $296K | Buy |
+1,458
| New | +$303K | ﹤0.01% | 380 |
|
|
2022
Q4 | – | Sell |
-2,567
| Closed | -$440K | – | 541 |
|
|
2022
Q3 | $440K | Buy |
+2,567
| New | +$503K | ﹤0.01% | 304 |
|
|
2022
Q2 | – | Sell |
-288,739
| Closed | -$68.5M | – | 605 |
|
|
2022
Q1 | $68.5M | Sell |
288,739
-455,448
| -61% | -$107M | 0.49% | 83 |
|
|
2021
Q4 | $218M | Sell |
744,187
-67,299
| -8% | -$18.7M | 1.46% | 10 |
|
|
2021
Q3 | $206M | Buy |
811,486
+19,712
| +2% | +$5.12M | 1.44% | 8 |
|
|
2021
Q2 | $190M | Sell |
791,774
-262,384
| -25% | -$58.6M | 1.46% | 9 |
|
|
2021
Q1 | $191M | Sell |
1,054,158
-22,883
| -2% | -$4.04M | 1.71% | 4 |
|
|
2020
Q4 | $208M | Buy |
1,077,041
+536,408
| +99% | +$90.2M | 2.08% | 4 |
|
|
2020
Q3 | $84.8M | Sell |
540,633
-70,149
| -11% | -$11.5M | 1.46% | 15 |
|
|
2020
Q2 | $105M | Buy |
610,782
+135,917
| +29% | +$20.1M | 1.24% | 12 |
|
|
2020
Q1 | $56.7M | Sell |
474,865
-117,595
| -20% | -$17.1M | 1.22% | 20 |
|
|
2019
Q4 | $83M | Buy |
592,460
+234,146
| +65% | +$32.4M | 1.28% | 14 |
|
|
2019
Q3 | $50.4M | Buy |
358,314
+144,365
| +67% | +$20.3M | 0.85% | 37 |
|
|
2019
Q2 | $28.9M | Sell |
213,949
-79,214
| -27% | -$9.93M | 0.51% | 72 |
|
|
2019
Q1 | $34.7M | Buy |
293,163
+94,807
| +48% | +$10.1M | 0.68% | 56 |
|
|
2018
Q4 | $18.5M | Buy |
198,356
+118,087
| +147% | +$12.6M | 0.47% | 75 |
|
|
2018
Q3 | $10.5M | Buy |
80,269
+8,641
| +12% | +$1.13M | 0.23% | 127 |
|
|
2018
Q2 | $8.96M | Sell |
71,628
-92,612
| -56% | -$11M | 0.22% | 127 |
|
|
2018
Q1 | $19.3M | Buy |
+164,240
| New | +$19.7M | 0.56% | 60 |
|
|
2017
Q4 | – | Sell |
-58,879
| Closed | -$6.24M | – | 150 |
|
|
2017
Q3 | $6.24M | Sell |
58,879
-83,423
| -59% | -$11M | 0.21% | 119 |
|
|
2017
Q2 | $19.6M | Buy |
142,302
+13,063
| +10% | +$1.79M | 0.73% | 47 |
|
|
2017
Q1 | $17.7M | Sell |
129,239
-173,355
| -57% | -$22.1M | 0.59% | 68 |
|
|
2016
Q4 | $35.8M | Buy |
302,594
+139,653
| +86% | +$17.1M | 1.43% | 14 |
|
|
2016
Q3 | $21.9M | Sell |
162,941
-46,940
| -22% | -$6.22M | 0.93% | 37 |
|
|
2016
Q2 | $26.9M | Sell |
209,881
-14,148
| -6% | -$1.71M | 1.13% | 29 |
|
|
2016
Q1 | $25.6M | Sell |
224,029
-117,369
| -34% | -$12.3M | 1.33% | 15 |
|
|
2015
Q4 | $38M | Buy |
341,398
+51,511
| +18% | +$5.56M | 1.63% | 12 |
|
|
2015
Q3 | $28.2M | Buy |
+289,887
| New | +$28.8M | 1.04% | 28 |
|
|
2015
Q1 | – | Sell |
-71,473
| Closed | -$5.78M | – | 139 |
|
|
2014
Q4 | $5.78M | Sell |
71,473
-607
| -0.8% | -$47K | 0.36% | 78 |
|
|
2014
Q3 | $5.39M | Buy |
72,080
+11,245
| +18% | +$856K | 0.31% | 94 |
|
|
2014
Q2 | $4.41M | Sell |
60,835
-1,688
| -3% | -$118K | 0.29% | 106 |
|
|
2014
Q1 | $4.25M | Sell |
62,523
-176,993
| -74% | -$12.4M | 0.33% | 84 |
|
|
2013
Q4 | $16.5M | Sell |
239,516
-6,484
| -3% | -$422K | 1.62% | 26 |
|
|
2013
Q3 | $14.7M | Buy |
+246,000
| New | +$15.1M | 1.87% | 16 |
|
Other funds holding EFX
GIM
Echo Street Capital Management's EFX Position: Q4 2023 in Review
Echo Street Capital Management sold out of Equifax (EFX) in Q4 2023, closing a stake of 5,243 shares — an estimated $960K sold.
Echo Street Capital Management first reported a position in EFX in Q3 2013 and held it in 35 quarters. The position peaked at $218M in Q4 2021. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.
- Echo Street Capital Management reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
- Echo Street Capital Management sold 5,243 Equifax shares in Q4 2023, an estimated $960K.
- Echo Street Capital Management first reported a position in Equifax in Q3 2013 and held it in 35 quarters.
- Echo Street Capital Management's Equifax position peaked at $218M in Q4 2021.
- 725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.
Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.