MSL
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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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return