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Lombard Odier Asset Management (Switzerland)’s Equifax EFX Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2024
Q2 		– Sell
-4,578
Closed -$1.22M – 252
2024
Q1 		$1.22M Buy
+4,578
New +$1.17M 0.09% 206
2016
Q2 		– Sell
-14,127
Closed -$1.61M – 332
2016
Q1 		$1.61M Buy
14,127
+5,360
+61% +$564K 0.19% 88
2015
Q4 		$976K Buy
8,767
+1,197
+16% +$129K 0.12% 108
2015
Q3 		$736K Buy
7,570
+751
+11% +$74.6K 0.07% 128
2015
Q2 		$662K Buy
6,819
+4,279
+168% +$417K 0.05% 231
2015
Q1 		$238K Sell
2,540
-5,850
-70% -$519K 0.03% 348
2014
Q4 		$682K Sell
8,390
-56,913
-87% -$4.4M 0.07% 186
2014
Q3 		$4.91M Buy
65,303
+62,763
+2,471% +$4.78M 0.13% 179
2014
Q2 		$184K Buy
+2,540
New +$178K 0.02% 393

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s EFX Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of Equifax (EFX) in Q2 2024, closing a stake of 4,578 shares — an estimated $1.22M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in EFX in Q2 2014 and held it in 9 quarters. The position peaked at $4.91M in Q3 2014. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 4,578 Equifax shares in Q2 2024, an estimated $1.22M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Equifax in Q2 2014 and held it in 9 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Equifax position peaked at $4.91M in Q3 2014.
  • 758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.