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	–	1533
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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return