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Scopia Capital Management’s Equifax EFX Stock Holding History

Scopia 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
2018
Q1 		– Sell
-481,812
Closed -$56.8M – 34
2017
Q4 		$56.8M Sell
481,812
-39,812
-8% -$4.48M 1.02% 27
2017
Q3 		$55.3M Buy
+521,624
New +$69M 0.87% 25

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Scopia Capital Management's EFX Position: Q1 2018 in Review

Scopia Capital Management sold out of Equifax (EFX) in Q1 2018, closing a stake of 481,812 shares — an estimated $56.8M sold.

Scopia Capital Management first reported a position in EFX in Q3 2017 and held it in 2 quarters. The position peaked at $56.8M in Q4 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • Scopia Capital Management reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • Scopia Capital Management sold 481,812 Equifax shares in Q1 2018, an estimated $56.8M.
  • Scopia Capital Management first reported a position in Equifax in Q3 2017 and held it in 2 quarters.
  • Scopia Capital Management's Equifax position peaked at $56.8M in Q4 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Scopia Capital Management's 13F filing for Q1 2018, filed 15 May 2018.