BFEC
EFX icon

Benjamin F. Edwards & Company’s Equifax EFX Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$71K Buy
292
+13
+5% +$3.1K ﹤0.01% 1235
2024
Q1 		$75K Buy
279
+225
+417% +$57.3K ﹤0.01% 1187
2023
Q4 		$13K Buy
54
+16
+42% +$3.25K ﹤0.01% 1589
2023
Q3 		$7K Buy
+38
New +$7.76K ﹤0.01% 1468
2018
Q1 		– Sell
-853
Closed -$101K – 1621
2017
Q4 		$101K Buy
+853
New +$95.9K 0.01% 645
2017
Q3 		– Sell
-6,330
Closed -$870K – 1542
2017
Q2 		$870K Hold
6,330
– – 0.11% 183
2017
Q1 		$866K Hold
6,330
– – 0.13% 176
2016
Q4 		$748K Sell
6,330
-270
-4% -$33K 0.12% 182
2016
Q3 		$888K Hold
6,600
– – 0.16% 143
2016
Q2 		$847K Hold
6,600
– – 0.17% 138
2016
Q1 		$754K Hold
6,600
– – 0.16% 143
2015
Q4 		$735K Sell
6,600
-560
-8% -$60.5K 0.16% 142
2015
Q3 		$696K Hold
7,160
– – 0.15% 144
2015
Q2 		$695K Sell
7,160
-300
-4% -$29.3K 0.14% 159
2015
Q1 		$694K Hold
7,460
– – 0.15% 150
2014
Q4 		$603K Sell
7,460
-313
-4% -$24.2K 0.14% 157
2014
Q3 		$581K Sell
7,773
-300
-4% -$22.8K 0.15% 158
2014
Q2 		$586K Hold
8,073
– – 0.15% 156
2014
Q1 		$549K Hold
8,073
– – 0.15% 155
2013
Q4 		$558K Buy
8,073
+524
+7% +$34.1K 0.19% 141
2013
Q3 		$452K Buy
+7,549
New +$464K 0.17% 145

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

Benjamin F. Edwards & Company's EFX Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Equifax (EFX) stake by 4.7% in Q2 2024, buying an estimated $3.1K and bringing the position to 292 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Benjamin F. Edwards & Company first reported a position in EFX in Q3 2013 and has held it in 21 quarters since. The position peaked at $888K in Q3 2016. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Benjamin F. Edwards & Company held 292 shares of Equifax worth $71K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 13 Equifax shares in Q2 2024, an estimated $3.1K.
  • Equifax made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1235 holding.
  • Benjamin F. Edwards & Company first reported a position in Equifax in Q3 2013 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's Equifax position peaked at $888K in Q3 2016.
  • 758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.