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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
-12,300
Closed -$2.11M – 1390
2020
Q2 		$2.11M Sell
12,300
-11,800
-49% -$1.75M 0.02% 530
2020
Q1 		$2.88M Buy
24,100
+12,200
+103% +$1.77M 0.03% 510
2019
Q4 		$1.67M Buy
+11,900
New +$1.65M 0.01% 1147

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.