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Jefferies Group’s Equifax EFX Stock Holding History

Jefferies Group’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
2020
Q3 		– Sell
-79,791
Closed -$13.7M – 1391
2020
Q2 		$13.7M Buy
79,791
+54,291
+213% +$8.04M 0.16% 91
2020
Q1 		$3.05M Buy
25,500
+21,500
+538% +$3.13M 0.03% 498
2019
Q4 		$560K Sell
4,000
-7,700
-66% -$1.07M ﹤0.01% 1741
2019
Q3 		$1.65M Buy
+11,700
New +$1.65M 0.01% 1214
2018
Q3 		– Sell
-15,270
Closed -$1.91M – 2484
2018
Q2 		$1.91M Sell
15,270
-7,562
-33% -$896K 0.01% 918
2018
Q1 		$2.69M Buy
+22,832
New +$2.74M 0.01% 718
2017
Q4 		– Sell
-169
Closed -$18K – 2551
2017
Q3 		$18K Sell
169
-17,496
-99% -$2.31M ﹤0.01% 2255
2017
Q2 		$2.43M Buy
17,665
+7,548
+75% +$1.04M 0.02% 863
2017
Q1 		$1.38M Buy
+10,117
New +$1.29M 0.01% 1102
2016
Q4 		– Sell
-25,785
Closed -$3.47M – 2268
2016
Q3 		$3.47M Buy
+25,785
New +$3.42M 0.02% 678
2016
Q2 		– Sell
-6,153
Closed -$703K – 2203
2016
Q1 		$703K Buy
+6,153
New +$647K ﹤0.01% 1290
2015
Q4 		– Sell
-6,096
Closed -$592K – 2335
2015
Q3 		$592K Sell
6,096
-4,670
-43% -$464K ﹤0.01% 1436
2015
Q2 		$1.04M Buy
10,766
+6,177
+135% +$603K 0.01% 1221
2015
Q1 		$427K Sell
4,589
-2,098
-31% -$186K ﹤0.01% 1437
2014
Q4 		$541K Sell
6,687
-5,028
-43% -$389K ﹤0.01% 1253
2014
Q3 		$876K Buy
+11,715
New +$892K 0.01% 1063
2014
Q2 		– Sell
-24,647
Closed -$1.68M – 2144
2014
Q1 		$1.68M Buy
+24,647
New +$1.72M 0.02% 683
2013
Q4 		– Sell
-15,938
Closed -$954K – 1983
2013
Q3 		$954K Buy
15,938
+4,626
+41% +$285K 0.01% 929
2013
Q2 		$667K Buy
+11,312
New +$682K 0.01% 942

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jefferies Group's EFX Position: Q3 2020 in Review

Jefferies Group sold out of Equifax (EFX) in Q3 2020, closing a stake of 79,791 shares — an estimated $13.7M sold.

Jefferies Group first reported a position in EFX in Q2 2013 and held it in 19 quarters. The position peaked at $13.7M in Q2 2020. 555 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Jefferies Group reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Jefferies Group sold 79,791 Equifax shares in Q3 2020, an estimated $13.7M.
  • Jefferies Group first reported a position in Equifax in Q2 2013 and held it in 19 quarters.
  • Jefferies Group's Equifax position peaked at $13.7M in Q2 2020.
  • 555 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Jefferies Group's 13F filing for Q3 2020, filed 13 Nov 2020.