Marshall Wace North America’s Equifax EFX Stock Holding History

Marshall Wace North America’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
2021 Q3	$3.57M	Buy	+14,090	New	+$3.66M	0.02%	595
2021 Q2	–	Sell	-1,466	Closed	-$266K	–	1532
2021 Q1	$266K	Sell	1,466 -5,555	-79%	-$981K	﹤0.01%	1344
2020 Q4	$1.35M	Buy	+7,021	New	+$1.18M	0.01%	864
2019 Q3	–	Sell	-10,308	Closed	-$1.39M	–	1357
2019 Q2	$1.39M	Sell	10,308 -2,860	-22%	-$359K	0.01%	655
2019 Q1	$1.56M	Buy	+13,168	New	+$1.41M	0.01%	571
2018 Q4	–	Sell	-1,291,279	Closed	-$169M	–	1515
2018 Q3	$169M	Buy	1,291,279 +403,174	+45%	+$52.5M	1.16%	17
2018 Q2	$111M	Sell	888,105 -197,265	-18%	-$23.4M	0.63%	30
2018 Q1	$128M	Buy	1,085,370 +604,624	+126%	+$72.6M	0.64%	26
2017 Q4	$56.7M	Sell	480,746 -22,821	-5%	-$2.57M	0.31%	73
2017 Q3	$53.4M	Buy	503,567 +457,568	+995%	+$60.5M	0.34%	69
2017 Q2	$6.3M	Buy	+45,999	New	+$6.31M	0.05%	433
2013 Q4	$4.16M	Buy	+60,261	New	+$3.92M	0.09%	203

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Marshall Wace North America's EFX Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Equifax (EFX) in Q3 2021: 14,090 shares worth $3.57M. The stake represents 0.02% of the portfolio and ranks #595 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in EFX as recently as Q1 2021.

Marshall Wace North America first reported a position in EFX in Q4 2013 and has held it in 12 quarters since. The position peaked at $169M in Q3 2018. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

Marshall Wace North America held 14,090 shares of Equifax worth $3.57M as of Q3 2021.
Equifax was a new Marshall Wace North America position in Q3 2021.
Equifax made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #595 holding.
Marshall Wace North America first reported a position in Equifax in Q4 2013 and has held it in 12 quarters since.
Marshall Wace North America's Equifax position peaked at $169M in Q3 2018.
658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.