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Levin Capital Strategies’s Equifax EFX Stock Holding History

Levin Capital Strategies’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
2018
Q3 		– Sell
-10,190
Closed -$1.27M – 288
2018
Q2 		$1.27M Sell
10,190
-5,430
-35% -$643K 0.02% 125
2018
Q1 		$1.84M Buy
+15,620
New +$1.88M 0.03% 114
2015
Q4 		– Sell
-4,475
Closed -$435K – 353
2015
Q3 		$435K Buy
+4,475
New +$445K 0.01% 270

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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Levin Capital Strategies's EFX Position: Q3 2018 in Review

Levin Capital Strategies sold out of Equifax (EFX) in Q3 2018, closing a stake of 10,190 shares — an estimated $1.27M sold.

Levin Capital Strategies first reported a position in EFX in Q3 2015 and held it in 3 quarters. The position peaked at $1.84M in Q1 2018. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Levin Capital Strategies reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
  • Levin Capital Strategies sold 10,190 Equifax shares in Q3 2018, an estimated $1.27M.
  • Levin Capital Strategies first reported a position in Equifax in Q3 2015 and held it in 3 quarters.
  • Levin Capital Strategies's Equifax position peaked at $1.84M in Q1 2018.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Levin Capital Strategies's 13F filing for Q3 2018, filed 29 Oct 2018.