UOC
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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
Q2 		– Sell
-240,000
Closed -$28.4M – 266
2019
Q1 		$28.4M Sell
240,000
-70,000
-23% -$7.47M 0.79% 31
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS O'Connor's EFX Position: Q2 2019 in Review

UBS O'Connor sold out of Equifax (EFX) in Q2 2019, closing a stake of 240,000 shares — an estimated $28.4M sold.

UBS O'Connor first reported a position in EFX in Q2 2018 and held it in 4 quarters. The position peaked at $31.3M in Q3 2018. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • UBS O'Connor reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • UBS O'Connor sold 240,000 Equifax shares in Q2 2019, an estimated $28.4M.
  • UBS O'Connor first reported a position in Equifax in Q2 2018 and held it in 4 quarters.
  • UBS O'Connor's Equifax position peaked at $31.3M in Q3 2018.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on UBS O'Connor's 13F filing for Q2 2019, filed 14 Aug 2019.