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Boston Financial Management’s Equifax EFX Stock Holding History

Boston Financial Management’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 		$25.1M Sell
98,623
-8,970
-8% -$2.4M 0.76% 41
2024
Q3 		$31.6M Buy
107,593
+3,370
+3% +$950K 0.94% 33
2024
Q2 		$25.3M Buy
104,223
+12,257
+13% +$2.92M 0.8% 39
2024
Q1 		$24.6M Buy
+91,966
New +$23.4M 0.78% 39

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 $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Financial Management's EFX Position: Q4 2024 in Review

Boston Financial Management reduced its Equifax (EFX) stake by 8.3% in Q4 2024, selling an estimated $2.4M and leaving 98,623 shares worth $25.1M. The position accounts for 0.76% of the portfolio, ranked #41.

Boston Financial Management first reported a position in EFX in Q1 2024 and has held it in 4 quarters since. The position peaked at $31.6M in Q3 2024. 848 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Boston Financial Management held 98,623 shares of Equifax worth $25.1M as of Q4 2024.
  • Boston Financial Management sold 8,970 Equifax shares in Q4 2024, an estimated $2.4M.
  • Equifax made up 0.76% of Boston Financial Management's portfolio in Q4 2024, its #41 holding.
  • Boston Financial Management first reported a position in Equifax in Q1 2024 and has held it in 4 quarters since.
  • Boston Financial Management's Equifax position peaked at $31.6M in Q3 2024.
  • 848 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.