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Sirios Capital Management’s Equifax EFX Stock Holding History

Sirios 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
2020
Q1 		– Sell
-193,527
Closed -$27.1M – 73
2019
Q4 		$27.1M Sell
193,527
-176,048
-48% -$24.4M 1.75% 21
2019
Q3 		$52M Buy
369,575
+72,855
+25% +$10.3M 3.42% 12
2019
Q2 		$40.1M Buy
296,720
+8,508
+3% +$1.07M 2.58% 16
2019
Q1 		$34.2M Buy
+288,212
New +$30.8M 2.07% 19

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sirios Capital Management's EFX Position: Q1 2020 in Review

Sirios Capital Management sold out of Equifax (EFX) in Q1 2020, closing a stake of 193,527 shares — an estimated $27.1M sold.

Sirios Capital Management first reported a position in EFX in Q1 2019 and held it in 4 quarters. The position peaked at $52M in Q3 2019. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Sirios Capital Management reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Sirios Capital Management sold 193,527 Equifax shares in Q1 2020, an estimated $27.1M.
  • Sirios Capital Management first reported a position in Equifax in Q1 2019 and held it in 4 quarters.
  • Sirios Capital Management's Equifax position peaked at $52M in Q3 2019.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Sirios Capital Management's 13F filing for Q1 2020, filed 15 May 2020.