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Platinum Investment Management’s Equifax EFX Stock Holding History

Platinum Investment 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
Q4 		– Sell
-147,863
Closed -$25.3M – 135
2022
Q3 		$25.3M Hold
147,863
– – 1.06% 22
2022
Q2 		$27M Sell
147,863
-1,864
-1% -$373K 1.02% 23
2022
Q1 		$35.5M Sell
149,727
-33,257
-18% -$7.84M 1.09% 22
2021
Q4 		$53.6M Sell
182,984
-3,531
-2% -$983K 1.49% 20
2021
Q3 		$47.3M Buy
186,515
+8,807
+5% +$2.29M 1.33% 20
2021
Q2 		$42.6M Hold
177,708
– – 0.98% 29
2021
Q1 		$32.2M Sell
177,708
-5,951
-3% -$1.05M 0.72% 32
2020
Q4 		$35.4M Hold
183,659
– – 0.81% 32
2020
Q3 		$28.8M Sell
183,659
-2,857
-2% -$468K 0.71% 31
2020
Q2 		$32.1M Sell
186,516
-922
-0.5% -$137K 0.73% 30
2020
Q1 		$22.4M Sell
187,438
-54,454
-23% -$7.92M 0.57% 32
2019
Q4 		$33.9M Hold
241,892
– – 0.67% 29
2019
Q3 		$34M Hold
241,892
– – 0.76% 28
2019
Q2 		$32.7M Sell
241,892
-611,519
-72% -$76.7M 0.77% 28
2019
Q1 		$101M Hold
853,411
– – 2.38% 22
2018
Q4 		$79.5M Buy
853,411
+155,708
+22% +$16.6M 2.68% 16
2018
Q3 		$91.1M Hold
697,703
– – 2.58% 18
2018
Q2 		$87.3M Hold
697,703
– – 2.06% 19
2018
Q1 		$82.2M Hold
697,703
– – 2.29% 16
2017
Q4 		$82.3M Buy
697,703
+233,603
+50% +$26.3M 2.18% 18
2017
Q3 		$49.2M Buy
+464,100
New +$61.4M 1.24% 22

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Platinum Investment Management's EFX Position: Q4 2022 in Review

Platinum Investment Management sold out of Equifax (EFX) in Q4 2022, closing a stake of 147,863 shares — an estimated $25.3M sold.

Platinum Investment Management first reported a position in EFX in Q3 2017 and held it in 21 quarters. The position peaked at $101M in Q1 2019. 636 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Platinum Investment Management reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Platinum Investment Management sold 147,863 Equifax shares in Q4 2022, an estimated $25.3M.
  • Platinum Investment Management first reported a position in Equifax in Q3 2017 and held it in 21 quarters.
  • Platinum Investment Management's Equifax position peaked at $101M in Q1 2019.
  • 636 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Platinum Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.