Marshall Wace Asia’s Equifax EFX Stock Holding History

Marshall Wace Asia’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
2019 Q4	–	Sell	-962,947	Closed	-$135M	–	152
2019 Q3	$135M	Buy	962,947 +88,618	+10%	+$12.5M	3.22%	5
2019 Q2	$118M	Buy	+874,329	New	+$110M	2.89%	5
2018 Q4	–	Sell	-824,465	Closed	-$108M	–	91
2018 Q3	$108M	Sell	824,465 -127,556	-13%	-$16.6M	3.65%	6
2018 Q2	$119M	Buy	952,021 +49,667	+6%	+$5.89M	3.93%	5
2018 Q1	$106M	Buy	902,354 +245,685	+37%	+$29.5M	3.28%	6
2017 Q4	$77.4M	Buy	656,669 +211,981	+48%	+$23.8M	2.67%	8
2017 Q3	$47.1M	Buy	444,688 +233,687	+111%	+$30.9M	2.23%	17
2017 Q2	$28.9M	Sell	211,001 -78,598	-27%	-$10.8M	1.48%	30
2017 Q1	$39.7M	Buy	+289,599	New	+$36.8M	2.39%	17

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Marshall Wace Asia's EFX Position: Q4 2019 in Review

Marshall Wace Asia sold out of Equifax (EFX) in Q4 2019, closing a stake of 962,947 shares — an estimated $135M sold.

Marshall Wace Asia first reported a position in EFX in Q1 2017 and held it in 9 quarters. The position peaked at $135M in Q3 2019. 521 funds tracked by Wall St. Rank hold EFX as of Q4 2019.

Marshall Wace Asia reported no remaining Equifax position as of Q4 2019 after selling out during the quarter.
Marshall Wace Asia sold 962,947 Equifax shares in Q4 2019, an estimated $135M.
Marshall Wace Asia first reported a position in Equifax in Q1 2017 and held it in 9 quarters.
Marshall Wace Asia's Equifax position peaked at $135M in Q3 2019.
521 funds tracked by Wall St. Rank held Equifax as of Q4 2019.

Based on Marshall Wace Asia's 13F filing for Q4 2019, filed 14 Feb 2020.