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Advisory Alpha’s Equifax EFX Stock Holding History

Advisory Alpha’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
2024
Q4 		– Sell
-684
Closed -$201K – 441
2024
Q3 		$201K Buy
+684
New +$193K 0.01% 413
2019
Q4 		– Sell
-9
Closed -$1.26K – 803
2019
Q3 		$1.26K Buy
+9
New +$1.27K ﹤0.01% 706
2019
Q2 		– Sell
-3
Closed -$357 – 257
2019
Q1 		$357 Buy
+3
New +$320 ﹤0.01% 706

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisory Alpha's EFX Position: Q4 2024 in Review

Advisory Alpha sold out of Equifax (EFX) in Q4 2024, closing a stake of 684 shares — an estimated $201K sold.

Advisory Alpha first reported a position in EFX in Q1 2019 and held it in 3 quarters. The position peaked at $201K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Advisory Alpha reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 684 Equifax shares in Q4 2024, an estimated $201K.
  • Advisory Alpha first reported a position in Equifax in Q1 2019 and held it in 3 quarters.
  • Advisory Alpha's Equifax position peaked at $201K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.