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Lloyds Banking Group’s Equifax EFX Stock Holding History

Lloyds Banking 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
2018
Q4 		– Sell
-440
Closed -$57K – 65
2018
Q3 		$57K Sell
440
-866
-66% -$113K 0.7% 40
2018
Q2 		$163K Sell
1,306
-21
-2% -$2.49K 1.34% 29
2018
Q1 		$156K Buy
1,327
+137
+12% +$16.4K 1.21% 33
2017
Q4 		$140K Hold
1,190
– – 1.3% 36
2017
Q3 		$126K Sell
1,190
-139
-10% -$18.4K 1.26% 37
2017
Q2 		$182K Sell
1,329
-198
-13% -$27.2K 1.77% 16
2017
Q1 		$208K Buy
1,527
+27
+2% +$3.44K 1.88% 19
2016
Q4 		$177K Sell
1,500
-81
-5% -$9.9K 1.54% 33
2016
Q3 		$212K Sell
1,581
-47
-3% -$6.23K 1.91% 27
2016
Q2 		$209K Buy
+1,628
New +$197K 1.72% 29
2014
Q4 		– Sell
-536
Closed -$40K – 163
2014
Q3 		$40K Sell
536
-8
-1% -$609 0.01% 439
2014
Q2 		$39K Sell
544
-22,478
-98% -$1.58M 0.01% 452
2014
Q1 		$1.57M Buy
23,022
+2,333
+11% +$163K 0.01% 479
2013
Q4 		$1.43M Sell
20,689
-277
-1% -$18K 0.01% 500
2013
Q3 		$1.25M Sell
20,966
-10,086
-32% -$620K 0.01% 495
2013
Q2 		$1.83M Buy
+31,052
New +$1.87M 0.02% 425

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lloyds Banking Group's EFX Position: Q4 2018 in Review

Lloyds Banking Group sold out of Equifax (EFX) in Q4 2018, closing a stake of 440 shares — an estimated $57K sold.

Lloyds Banking Group first reported a position in EFX in Q2 2013 and held it in 16 quarters. The position peaked at $1.83M in Q2 2013. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Lloyds Banking Group reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Lloyds Banking Group sold 440 Equifax shares in Q4 2018, an estimated $57K.
  • Lloyds Banking Group first reported a position in Equifax in Q2 2013 and held it in 16 quarters.
  • Lloyds Banking Group's Equifax position peaked at $1.83M in Q2 2013.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.