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Boston Trust Walden’s Equifax EFX Stock Holding History

Boston Trust Walden’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 		– Sell
-816
Closed -$218K – 380
2024
Q1 		$218K Hold
816
– – ﹤0.01% 364
2023
Q4 		$202K Buy
+816
New +$166K ﹤0.01% 370
2022
Q1 		– Sell
-816
Closed -$239K – 392
2021
Q4 		$239K Hold
816
– – ﹤0.01% 374
2021
Q3 		$207K Buy
+816
New +$212K ﹤0.01% 380
2017
Q3 		– Sell
-10,466
Closed -$1.44M – 375
2017
Q2 		$1.44M Hold
10,466
– – 0.02% 290
2017
Q1 		$1.43M Buy
10,466
+2,866
+38% +$365K 0.02% 284
2016
Q4 		$899K Sell
7,600
-400
-5% -$48.9K 0.01% 296
2016
Q3 		$1.08M Sell
8,000
-350
-4% -$46.4K 0.02% 289
2016
Q2 		$1.07M Sell
8,350
-475
-5% -$57.5K 0.02% 288
2016
Q1 		$1.01M Sell
8,825
-75
-0.8% -$7.89K 0.02% 291
2015
Q4 		$992K Sell
8,900
-8,400
-49% -$907K 0.02% 282
2015
Q3 		$1.68M Sell
17,300
-4,050
-19% -$402K 0.03% 271
2015
Q2 		$2.07M Hold
21,350
– – 0.03% 257
2015
Q1 		$1.99M Sell
21,350
-900
-4% -$79.9K 0.03% 248
2014
Q4 		$1.8M Sell
22,250
-200
-0.9% -$15.5K 0.03% 252
2014
Q3 		$1.68M Sell
22,450
-300
-1% -$22.8K 0.03% 250
2014
Q2 		$1.65M Buy
22,750
+19,500
+600% +$1.37M 0.02% 245
2014
Q1 		$221K Sell
3,250
-150
-4% -$10.5K ﹤0.01% 319
2013
Q4 		$235K Hold
3,400
– – ﹤0.01% 328
2013
Q3 		$203K Hold
3,400
– – ﹤0.01% 318
2013
Q2 		$200K Buy
+3,400
New +$205K ﹤0.01% 314

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

Boston Trust Walden's EFX Position: Q2 2024 in Review

Boston Trust Walden sold out of Equifax (EFX) in Q2 2024, closing a stake of 816 shares — an estimated $218K sold.

Boston Trust Walden first reported a position in EFX in Q2 2013 and held it in 21 quarters. The position peaked at $2.07M in Q2 2015. 759 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Boston Trust Walden reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Boston Trust Walden sold 816 Equifax shares in Q2 2024, an estimated $218K.
  • Boston Trust Walden first reported a position in Equifax in Q2 2013 and held it in 21 quarters.
  • Boston Trust Walden's Equifax position peaked at $2.07M in Q2 2015.
  • 759 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Boston Trust Walden's 13F filing for Q2 2024, filed 19 Jul 2024.