Senator Investment Group’s Equifax EFX Stock Holding History

Senator Investment Group’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	-355,000	Closed	-$104M	–	80
2021 Q4	$104M	Buy	355,000 +130,000	+58%	+$36.2M	2.01%	16
2021 Q3	$57M	Buy	+225,000	New	+$58.5M	0.98%	37
2020 Q4	–	Sell	-375,000	Closed	-$58.8M	–	97
2020 Q3	$58.8M	Sell	375,000 -125,000	-25%	-$20.5M	1.72%	24
2020 Q2	$85.9M	Buy	+500,000	New	+$74.1M	2.97%	10
2019 Q4	–	Sell	-600,000	Closed	-$84.4M	–	46
2019 Q3	$84.4M	Sell	600,000 -250,000	-29%	-$35.2M	2.12%	22
2019 Q2	$115M	Hold	850,000	–	–	2.11%	24
2019 Q1	$101M	Buy	+850,000	New	+$90.7M	2.27%	22
2018 Q4	–	Sell	-2,150,000	Closed	-$281M	–	33
2018 Q3	$281M	Buy	2,150,000 +1,150,000	+115%	+$150M	3.62%	9
2018 Q2	$125M	Buy	+1,000,000	New	+$119M	1.24%	30

Other funds holding EFX

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Senator Investment Group's EFX Position: Q1 2022 in Review

Senator Investment Group sold out of Equifax (EFX) in Q1 2022, closing a stake of 355,000 shares — an estimated $104M sold.

Senator Investment Group first reported a position in EFX in Q2 2018 and held it in 9 quarters. The position peaked at $281M in Q3 2018. 697 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

Senator Investment Group reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
Senator Investment Group sold 355,000 Equifax shares in Q1 2022, an estimated $104M.
Senator Investment Group first reported a position in Equifax in Q2 2018 and held it in 9 quarters.
Senator Investment Group's Equifax position peaked at $281M in Q3 2018.
697 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Senator Investment Group's 13F filing for Q1 2022, filed 13 May 2022.