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Mackay Shields LLC’s Equifax EFX Stock Holding History

Mackay Shields LLC’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
2022
Q2 		– Sell
-17,593
Closed -$4.17M – 388
2022
Q1 		$4.17M Sell
17,593
-695
-4% -$164K 0.04% 406
2021
Q4 		$5.35M Sell
18,288
-374
-2% -$104K 0.04% 354
2021
Q3 		$4.73M Sell
18,662
-538
-3% -$140K 0.04% 350
2021
Q2 		$4.6M Sell
19,200
-1,076
-5% -$240K 0.04% 354
2021
Q1 		$3.67M Sell
20,276
-147
-0.7% -$26K 0.03% 552
2020
Q4 		$3.94M Sell
20,423
-135
-0.7% -$22.7K 0.03% 559
2020
Q3 		$3.23M Buy
20,558
+1,242
+6% +$203K 0.02% 584
2020
Q2 		$3.32M Buy
19,316
+740
+4% +$110K 0.03% 534
2020
Q1 		$2.22M Sell
18,576
-93
-0.5% -$13.5K 0.02% 626
2019
Q4 		$2.62M Sell
18,669
-1,193
-6% -$165K 0.02% 759
2019
Q3 		$2.79M Buy
19,862
+1,500
+8% +$211K 0.02% 759
2019
Q2 		$2.48M Buy
18,362
+774
+4% +$97K 0.02% 815
2019
Q1 		$2.08M Sell
17,588
-289
-2% -$30.9K 0.02% 680
2018
Q4 		$1.67M Sell
17,877
-1,329
-7% -$141K 0.01% 731
2018
Q3 		$2.51M Sell
19,206
-260
-1% -$33.9K 0.02% 651
2018
Q2 		$2.44M Sell
19,466
-746
-4% -$88.4K 0.02% 710
2018
Q1 		$2.38M Buy
+20,212
New +$2.43M 0.01% 736

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackay Shields LLC's EFX Position: Q2 2022 in Review

Mackay Shields LLC sold out of Equifax (EFX) in Q2 2022, closing a stake of 17,593 shares — an estimated $4.17M sold.

Mackay Shields LLC first reported a position in EFX in Q1 2018 and held it in 17 quarters. The position peaked at $5.35M in Q4 2021. 634 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Mackay Shields LLC reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Mackay Shields LLC sold 17,593 Equifax shares in Q2 2022, an estimated $4.17M.
  • Mackay Shields LLC first reported a position in Equifax in Q1 2018 and held it in 17 quarters.
  • Mackay Shields LLC's Equifax position peaked at $5.35M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.