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American Trust’s Equifax EFX Stock Holding History

American Trust’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
2025
Q3 		– Sell
-832
Closed -$216K – 337
2025
Q2 		$216K Buy
+832
New +$212K 0.02% 270
2025
Q1 		– Sell
-874
Closed -$223K – 168
2024
Q4 		$223K Sell
874
-51
-6% -$13.7K 0.02% 284
2024
Q3 		$272K Sell
925
-77
-8% -$21.7K 0.02% 198
2024
Q2 		$243K Sell
1,002
-86
-8% -$20.5K 0.02% 200
2024
Q1 		$291K Sell
1,088
-39
-3% -$9.93K 0.02% 205
2023
Q4 		$279K Sell
1,127
-15
-1% -$3.04K 0.02% 219
2023
Q3 		$209K Sell
1,142
-132
-10% -$27K 0.02% 263
2023
Q2 		$300K Sell
1,274
-10
-0.8% -$2.1K 0.02% 309
2023
Q1 		$260K Buy
1,284
+171
+15% +$35.6K 0.02% 345
2022
Q4 		$216K Buy
+1,113
New +$203K 0.02% 392

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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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