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Oribel Capital Management’s Equifax EFX Stock Holding History

Oribel 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
2024
Q2 		– Sell
-45,600
Closed -$12.2M – 75
2024
Q1 		$12.2M Sell
45,600
-136,100
-75% -$34.6M 0.71% 45
2023
Q4 		$44.9M Buy
+181,700
New +$36.9M 2.98% 7
2022
Q2 		– Sell
-57,700
Closed -$11.5M – 113
2022
Q1 		$13.7M Sell
57,700
-40,800
-41% -$9.61M 0.86% 35
2021
Q4 		$28.8M Buy
98,500
+2,800
+3% +$779K 1.08% 31
2021
Q3 		$24.3M Buy
95,700
+56,000
+141% +$14.6M 1.01% 29
2021
Q2 		$9.51M Buy
+39,700
New +$8.87M 0.55% 45
2021
Q1 		– Sell
-73,500
Closed -$14.2M – 169
2020
Q4 		$14.2M Buy
73,500
+67,900
+1,213% +$11.4M 1.83% 19
2020
Q3 		$878K Buy
5,600
+100
+2% +$16.4K 0.07% 92
2020
Q2 		$945K Sell
5,500
-900
-14% -$133K 0.08% 86
2020
Q1 		$765K Sell
6,400
-5,500
-46% -$800K 0.15% 50
2019
Q4 		$1.67M Buy
+11,900
New +$1.65M 0.17% 60
2019
Q3 		– Sell
-142,700
Closed -$19.3M – 57
2019
Q2 		$19.3M Buy
142,700
+40,100
+39% +$5.03M 1.69% 16
2019
Q1 		$12.2M Buy
+102,600
New +$11M 1.23% 25

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Oribel Capital Management's EFX Position: Q2 2024 in Review

Oribel Capital Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 45,600 shares — an estimated $12.2M sold.

Oribel Capital Management first reported a position in EFX in Q1 2019 and held it in 13 quarters. The position peaked at $44.9M in Q4 2023. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Oribel Capital Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Oribel Capital Management sold 45,600 Equifax shares in Q2 2024, an estimated $12.2M.
  • Oribel Capital Management first reported a position in Equifax in Q1 2019 and held it in 13 quarters.
  • Oribel Capital Management's Equifax position peaked at $44.9M in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Oribel Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.