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Fundsmith Long/Short Master Fund’s Equifax EFX Stock Holding History

Fundsmith Long/Short Master Fund’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
2021
Q1 		$2.11M Buy
11,656
+18
+0.2% +$3.18K 1.74% 29
2020
Q4 		$2.24M Buy
+11,638
New +$1.96M 1.84% 28

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fundsmith Long/Short Master Fund's EFX Position: Q1 2021 in Review

Fundsmith Long/Short Master Fund increased its Equifax (EFX) stake by 0.15% in Q1 2021, buying an estimated $3.18K and bringing the position to 11,656 shares worth $2.11M. The position accounts for 1.74% of the portfolio, ranked #29.

Fundsmith Long/Short Master Fund first reported a position in EFX in Q4 2020 and has held it in 2 quarters since. The position peaked at $2.24M in Q4 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Fundsmith Long/Short Master Fund held 11,656 shares of Equifax worth $2.11M as of Q1 2021.
  • Fundsmith Long/Short Master Fund bought 18 Equifax shares in Q1 2021, an estimated $3.18K.
  • Equifax made up 1.74% of Fundsmith Long/Short Master Fund's portfolio in Q1 2021, its #29 holding.
  • Fundsmith Long/Short Master Fund first reported a position in Equifax in Q4 2020 and has held it in 2 quarters since.
  • Fundsmith Long/Short Master Fund's Equifax position peaked at $2.24M in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Fundsmith Long/Short Master Fund's 13F filing for Q1 2021, filed 14 May 2021.