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LMR Partners’s Equifax EFX Stock Holding History

LMR Partners’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
-15,941
Closed -$2.74M – 505
2020
Q2 		$2.74M Buy
+15,941
New +$2.36M 0.07% 204
2019
Q4 		– Sell
-2,641
Closed -$372K – 437
2019
Q3 		$372K Sell
2,641
-2,391
-48% -$337K 0.02% 304
2019
Q2 		$681K Buy
+5,032
New +$631K 0.02% 279
2017
Q4 		– Sell
-14,943
Closed -$1.58M – 346
2017
Q3 		$1.58M Buy
14,943
+10,940
+273% +$1.45M 0.17% 70
2017
Q2 		$551K Buy
4,003
+2,310
+136% +$317K 0.03% 401
2017
Q1 		$232K Sell
1,693
-7,759
-82% -$987K 0.02% 327
2016
Q4 		$1.12M Buy
9,452
+1,833
+24% +$224K 0.17% 138
2016
Q3 		$1.03M Sell
7,619
-2,064
-21% -$274K 0.1% 185
2016
Q2 		$1.24M Buy
9,683
+1,419
+17% +$172K 0.19% 151
2016
Q1 		$944 Buy
8,264
+2,429
+42% +$256K 0.1% 184
2015
Q4 		$650K Buy
+5,835
New +$630K 0.21% 97
2015
Q3 		– Sell
-16,935
Closed -$1.64M – 359
2015
Q2 		$1.64M Buy
16,935
+11,180
+194% +$1.09M 0.2% 144
2015
Q1 		$535K Buy
5,755
+1,128
+24% +$100K 0.07% 274
2014
Q4 		$375K Buy
+4,627
New +$358K 0.05% 316
2014
Q3 		– Sell
-13,952
Closed -$1.01M – 368
2014
Q2 		$1.01M Buy
13,952
+6,356
+84% +$446K 0.08% 242
2014
Q1 		$517K Buy
+7,596
New +$531K 0.07% 129

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LMR Partners's EFX Position: Q3 2020 in Review

LMR Partners sold out of Equifax (EFX) in Q3 2020, closing a stake of 15,941 shares — an estimated $2.74M sold.

LMR Partners first reported a position in EFX in Q1 2014 and held it in 16 quarters. The position peaked at $2.74M in Q2 2020. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • LMR Partners reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • LMR Partners sold 15,941 Equifax shares in Q3 2020, an estimated $2.74M.
  • LMR Partners first reported a position in Equifax in Q1 2014 and held it in 16 quarters.
  • LMR Partners's Equifax position peaked at $2.74M in Q2 2020.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on LMR Partners's 13F filing for Q3 2020, filed 16 Nov 2020.