UBS O'Connor’s Equifax EFX Stock Holding History

UBS O'Connor’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
2019 Q1	–	Sell	-310,000	Closed	-$28.9M	–	55
2018 Q4	$28.9M	Buy	310,000 +70,000	+29%	+$7.45M	1.04%	25
2018 Q3	$31.3M	Buy	240,000 +60,000	+33%	+$7.82M	0.72%	31
2018 Q2	$22.5M	Buy	+180,000	New	+$21.3M	0.45%	44

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

UBS O'Connor's EFX Position: Q1 2019 in Review

UBS O'Connor sold out of Equifax (EFX) in Q1 2019, closing a stake of 310,000 shares — an estimated $28.9M sold.

UBS O'Connor first reported a position in EFX in Q2 2018 and held it in 3 quarters. The position peaked at $31.3M in Q3 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

UBS O'Connor reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
UBS O'Connor sold 310,000 Equifax shares in Q1 2019, an estimated $28.9M.
UBS O'Connor first reported a position in Equifax in Q2 2018 and held it in 3 quarters.
UBS O'Connor's Equifax position peaked at $31.3M in Q3 2018.
488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on UBS O'Connor's 13F filing for Q1 2019, filed 13 May 2019.