AC
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Avestar Capital’s Equifax EFX Stock Holding History

Avestar Capital’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
Q1 		– Sell
-833
Closed -$212K – 511
2024
Q4 		$212K Buy
833
+78
+10% +$20.9K 0.02% 468
2024
Q3 		$222K Buy
+755
New +$213K 0.02% 426
2022
Q2 		– Sell
-6,177
Closed -$1.47M – 322
2022
Q1 		$1.47M Sell
6,177
-1,897
-23% -$447K 0.23% 88
2021
Q4 		$2.36M Buy
8,074
+13
+0.2% +$3.62K 0.29% 73
2021
Q3 		$2.04M Sell
8,061
-152
-2% -$39.5K 0.26% 83
2021
Q2 		$1.97M Buy
8,213
+1,816
+28% +$406K 0.26% 96
2021
Q1 		$1.45M Buy
+6,397
New +$1.13M 0.32% 63
2019
Q3 		– Sell
-36
Closed -$3K – 363
2019
Q2 		$3K Hold
36
– – ﹤0.01% 631
2019
Q1 		$2K Sell
36
-3
-8% -$320 ﹤0.01% 655
2018
Q4 		$2K Buy
39
+24
+160% +$2.55K ﹤0.01% 623
2018
Q3 		$1K Sell
15
-29
-66% -$3.78K ﹤0.01% 697
2018
Q2 		$3K Hold
44
– – ﹤0.01% 636
2018
Q1 		$2K Buy
44
+41
+1,367% +$4.92K ﹤0.01% 632
2017
Q4 		$0 Buy
+3
New +$337 ﹤0.01% 758

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's EFX Position: Q1 2025 in Review

Avestar Capital sold out of Equifax (EFX) in Q1 2025, closing a stake of 833 shares — an estimated $212K sold.

Avestar Capital first reported a position in EFX in Q4 2017 and held it in 14 quarters. The position peaked at $2.36M in Q4 2021. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Avestar Capital reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 833 Equifax shares in Q1 2025, an estimated $212K.
  • Avestar Capital first reported a position in Equifax in Q4 2017 and held it in 14 quarters.
  • Avestar Capital's Equifax position peaked at $2.36M in Q4 2021.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.