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Stephen Mandel’s Equifax EFX Stock Holding History

Stephen Mandel’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
2023
Q1 		– Sell
-7,278
Closed -$1.41M – 30
2022
Q4 		$1.41M Buy
+7,278
New +$1.33M 0.01% 29
2020
Q2 		– Sell
-3,171,575
Closed -$379M – 34
2020
Q1 		$379M Sell
3,171,575
-276,738
-8% -$40.2M 2.25% 19
2019
Q4 		$483M Buy
3,448,313
+379,566
+12% +$52.6M 2.56% 19
2019
Q3 		$432M Buy
+3,068,747
New +$432M 2.54% 17

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephen Mandel's EFX Position: Q1 2023 in Review

Stephen Mandel sold out of Equifax (EFX) in Q1 2023, closing a stake of 7,278 shares — an estimated $1.41M sold.

Stephen Mandel first reported a position in EFX in Q3 2019 and held it in 4 quarters. The position peaked at $483M in Q4 2019. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Stephen Mandel reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Stephen Mandel sold 7,278 Equifax shares in Q1 2023, an estimated $1.41M.
  • Stephen Mandel first reported a position in Equifax in Q3 2019 and held it in 4 quarters.
  • Stephen Mandel's Equifax position peaked at $483M in Q4 2019.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Lone Pine Capital's 13F filing for Q1 2023, filed 15 May 2023.