LMF
EFX icon

LMR Master Fund’s Equifax EFX Stock Holding History

LMR Master Fund’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
2013
Q4 		$326K Sell
4,726
-3,360
-42% -$219K 0.03% 296
2013
Q3 		$484K Sell
8,086
-10,075
-55% -$620K 0.09% 213
2013
Q2 		$1.07M Buy
+18,161
New +$1.1M 0.1% 233

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LMR Master Fund's EFX Position: Q4 2013 in Review

LMR Master Fund reduced its Equifax (EFX) stake by 42% in Q4 2013, selling an estimated $219K and leaving 4,726 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #296.

LMR Master Fund first reported a position in EFX in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.07M in Q2 2013. 403 funds tracked by Wall St. Rank hold EFX as of Q4 2013.

  • LMR Master Fund held 4,726 shares of Equifax worth $326K as of Q4 2013.
  • LMR Master Fund sold 3,360 Equifax shares in Q4 2013, an estimated $219K.
  • Equifax made up 0.03% of LMR Master Fund's portfolio in Q4 2013, its #296 holding.
  • LMR Master Fund first reported a position in Equifax in Q2 2013 and has held it in 3 quarters since.
  • LMR Master Fund's Equifax position peaked at $1.07M in Q2 2013.
  • 403 funds tracked by Wall St. Rank held Equifax as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.