Meag Munich Ergo’s Equifax EFX Stock Holding History

Meag Munich Ergo’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
2020 Q1	–	Sell	-2,008	Closed	-$279K	–	297
2019 Q4	$279K	Sell	2,008 -6,068	-75%	-$841K	0.03%	365
2019 Q3	$1.14M	Buy	8,076 +3,405	+73%	+$480K	0.06%	331
2019 Q2	$620K	Hold	4,671	–	–	0.05%	353
2019 Q1	$545K	Buy	+4,671	New	+$499K	0.04%	377
2018 Q1	–	Sell	-5,765	Closed	-$694K	–	426
2017 Q4	$694K	Buy	+5,765	New	+$648K	0.03%	404
2017 Q1	–	Sell	-30,169	Closed	-$3.6M	–	333
2016 Q4	$3.6M	Sell	30,169 -7,421	-20%	-$907K	0.17%	156
2016 Q3	$5.02M	Buy	+37,590	New	+$4.98M	0.25%	118
2016 Q1	–	Sell	-28,506	Closed	-$3.22M	–	249
2015 Q4	$3.22M	Sell	28,506 -29,931	-51%	-$3.23M	0.16%	152
2015 Q3	$5.65M	Buy	+58,437	New	+$5.8M	0.3%	100

Other funds holding EFX

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meag Munich Ergo's EFX Position: Q1 2020 in Review

Meag Munich Ergo sold out of Equifax (EFX) in Q1 2020, closing a stake of 2,008 shares — an estimated $279K sold.

Meag Munich Ergo first reported a position in EFX in Q3 2015 and held it in 9 quarters. The position peaked at $5.65M in Q3 2015. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

Meag Munich Ergo reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
Meag Munich Ergo sold 2,008 Equifax shares in Q1 2020, an estimated $279K.
Meag Munich Ergo first reported a position in Equifax in Q3 2015 and held it in 9 quarters.
Meag Munich Ergo's Equifax position peaked at $5.65M in Q3 2015.
501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Meag Munich Ergo's 13F filing for Q1 2020, filed 23 Apr 2020.