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Ladenburg Thalmann Financial Services’s Equifax EFX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$200K Sell
1,419
-4
-0.3% -$554 ﹤0.01% 2500
2019
Q3 		$201K Sell
1,423
-70
-5% -$9.86K ﹤0.01% 2459
2019
Q2 		$202K Buy
1,493
+108
+8% +$13.5K ﹤0.01% 2459
2019
Q1 		$164K Sell
1,385
-307
-18% -$32.8K ﹤0.01% 2551
2018
Q4 		$158K Buy
1,692
+528
+45% +$56.2K ﹤0.01% 2406
2018
Q3 		$152K Sell
1,164
-549
-32% -$71.5K ﹤0.01% 2520
2018
Q2 		$202K Hold
1,713
– – ﹤0.01% 2222
2018
Q1 		$202K Buy
1,713
+222
+15% +$26.7K ﹤0.01% 2222
2017
Q4 		$177K Sell
1,491
-625
-30% -$70.3K ﹤0.01% 2291
2017
Q3 		$225K Sell
2,116
-8,995
-81% -$1.19M ﹤0.01% 2011
2017
Q2 		$1.53M Sell
11,111
-168
-1% -$23.1K 0.02% 712
2017
Q1 		$1.54M Sell
11,279
-781
-6% -$99.3K 0.02% 681
2016
Q4 		$1.43M Buy
12,060
+8,539
+243% +$1.04M 0.02% 663
2016
Q3 		$473K Sell
3,521
-530
-13% -$70.3K 0.01% 1226
2016
Q2 		$520K Buy
4,051
+393
+11% +$47.6K 0.01% 1117
2016
Q1 		$418K Sell
3,658
-4,317
-54% -$454K 0.01% 1154
2015
Q4 		$887K Buy
7,975
+5,476
+219% +$592K 0.02% 748
2015
Q3 		$243K Sell
2,499
-1,094
-30% -$109K 0.01% 1351
2015
Q2 		$349K Buy
3,593
+1,436
+67% +$140K 0.01% 1244
2015
Q1 		$201K Sell
2,157
-584
-21% -$51.8K ﹤0.01% 1570
2014
Q4 		$223K Buy
2,741
+960
+54% +$74.3K ﹤0.01% 1348
2014
Q3 		$133K Buy
1,781
+33
+2% +$2.51K ﹤0.01% 1447
2014
Q2 		$127K Sell
1,748
-108
-6% -$7.58K ﹤0.01% 1451
2014
Q1 		$126K Buy
1,856
+22
+1% +$1.54K ﹤0.01% 1362
2013
Q4 		$127K Buy
1,834
+74
+4% +$4.81K ﹤0.01% 1323
2013
Q3 		$106K Buy
1,760
+174
+11% +$10.7K ﹤0.01% 1364
2013
Q2 		$94K Buy
+1,586
New +$95.7K ﹤0.01% 1348

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EFX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Equifax (EFX) stake by 0.28% in Q4 2019, selling an estimated $554 and leaving 1,419 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Ladenburg Thalmann Financial Services first reported a position in EFX in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.54M in Q1 2017. 521 funds tracked by Wall St. Rank hold EFX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,419 shares of Equifax worth $200K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 4 Equifax shares in Q4 2019, an estimated $554.
  • Equifax made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2500 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Equifax in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Equifax position peaked at $1.54M in Q1 2017.
  • 521 funds tracked by Wall St. Rank held Equifax as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.