Baldwin Wealth Partners’s Equifax EFX Stock Holding History

Baldwin Wealth Partners’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	-300	Closed	-$88.2K	–	466
2024 Q3	$88.2K	Buy	+300	New	+$84.6K	0.01%	427
2017 Q3	–	Sell	-500	Closed	-$69K	–	489
2017 Q2	$69K	Sell	500 -500	-50%	-$68.6K	0.01%	267
2017 Q1	$137K	Hold	1,000	–	–	0.02%	208
2016 Q4	$118K	Hold	1,000	–	–	0.02%	216
2016 Q3	$135K	Hold	1,000	–	–	0.02%	199
2016 Q2	$128K	Hold	1,000	–	–	0.03%	191
2016 Q1	$114K	Buy	+1,000	New	+$105K	0.02%	226

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baldwin Wealth Partners's EFX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Equifax (EFX) in Q4 2024, closing a stake of 300 shares — an estimated $88.2K sold.

Baldwin Wealth Partners first reported a position in EFX in Q1 2016 and held it in 7 quarters. The position peaked at $137K in Q1 2017. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Baldwin Wealth Partners reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 300 Equifax shares in Q4 2024, an estimated $88.2K.
Baldwin Wealth Partners first reported a position in Equifax in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's Equifax position peaked at $137K in Q1 2017.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.