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

Lombard Odier Asset Management (USA)’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
-6,100
Closed -$1.05M – 248
2020
Q2 		$1.05M Sell
6,100
-26,400
-81% -$3.91M 0.07% 177
2020
Q1 		$3.88M Buy
+32,500
New +$4.73M 0.4% 71

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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

Lombard Odier Asset Management (USA)'s EFX Position: Q3 2020 in Review

Lombard Odier Asset Management (USA) sold out of Equifax (EFX) in Q3 2020, closing a stake of 6,100 shares — an estimated $1.05M sold.

Lombard Odier Asset Management (USA) first reported a position in EFX in Q1 2020 and held it in 2 quarters. The position peaked at $3.88M in Q1 2020. 555 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Lombard Odier Asset Management (USA) reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 6,100 Equifax shares in Q3 2020, an estimated $1.05M.
  • Lombard Odier Asset Management (USA) first reported a position in Equifax in Q1 2020 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Equifax position peaked at $3.88M in Q1 2020.
  • 555 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2020, filed 16 Nov 2020.