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Alta Advisers’s Equifax EFX Stock Holding History

Alta Advisers’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
-400
Closed -$118K – 239
2024
Q3 		$118K Hold
400
– – 0.05% 252
2024
Q2 		$97K Hold
400
– – 0.05% 270
2024
Q1 		$107K Hold
400
– – 0.05% 259
2023
Q4 		$98.9K Hold
400
– – 0.05% 261
2023
Q3 		$73.3K Hold
400
– – 0.04% 305
2023
Q2 		$94.1K Hold
400
– – 0.05% 259
2023
Q1 		$81.1K Hold
400
– – 0.05% 291
2022
Q4 		$78K Hold
400
– – 0.05% 290
2022
Q3 		$69K Buy
+400
New +$78.4K 0.04% 313

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return