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Melvin Capital Management’s Equifax EFX Stock Holding History

Melvin Capital Management’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
Q1 		– Sell
-1,505,000
Closed -$441M – 60
2021
Q4 		$441M Buy
1,505,000
+430,000
+40% +$120M 2.15% 14
2021
Q3 		$272M Buy
1,075,000
+833,000
+344% +$217M 1.38% 34
2021
Q2 		$58M Buy
+242,000
New +$54.1M 0.33% 72
2020
Q2 		– Sell
-800,000
Closed -$95.6M – 104
2020
Q1 		$95.6M Buy
+800,000
New +$116M 0.76% 42

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Melvin Capital Management's EFX Position: Q1 2022 in Review

Melvin Capital Management sold out of Equifax (EFX) in Q1 2022, closing a stake of 1,505,000 shares — an estimated $441M sold.

Melvin Capital Management first reported a position in EFX in Q1 2020 and held it in 4 quarters. The position peaked at $441M in Q4 2021. 697 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Melvin Capital Management reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Melvin Capital Management sold 1,505,000 Equifax shares in Q1 2022, an estimated $441M.
  • Melvin Capital Management first reported a position in Equifax in Q1 2020 and held it in 4 quarters.
  • Melvin Capital Management's Equifax position peaked at $441M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Melvin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.