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	–	323
2022 Q1	$1.47M	Sell	6,177 -1,897	-23%	-$447K	0.28%	88
2021 Q4	$2.36M	Buy	8,074 +13	+0.2%	+$3.62K	0.43%	73
2021 Q3	$2.04M	Sell	8,061 -152	-2%	-$39.5K	0.4%	83
2021 Q2	$1.97M	Buy	8,213 +1,816	+28%	+$406K	0.38%	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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return