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Caprock Group’s Equifax EFX Stock Holding History

Caprock Group’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
-1,569
Closed -$400K – 1106
2024
Q4 		$400K Buy
+1,569
New +$420K 0.01% 700
2024
Q3 		– Sell
-1,518
Closed -$368K – 923
2024
Q2 		$368K Sell
1,518
-659
-30% -$157K 0.02% 624
2024
Q1 		$583K Buy
2,177
+110
+5% +$28K 0.03% 362
2023
Q4 		$511K Buy
2,067
+772
+60% +$157K 0.03% 384
2023
Q3 		$237K Sell
1,295
-171
-12% -$34.9K 0.02% 563
2023
Q2 		$345K Sell
1,466
-474
-24% -$99.8K 0.03% 467
2023
Q1 		$394K Buy
1,940
+515
+36% +$107K 0.03% 421
2022
Q4 		$277K Sell
1,425
-748
-34% -$137K 0.03% 419
2022
Q3 		$373K Buy
2,173
+173
+9% +$33.9K 0.04% 350
2022
Q2 		$366K Buy
2,000
+991
+98% +$198K 0.04% 331
2022
Q1 		$239K Buy
1,009
+84
+9% +$19.8K 0.02% 502
2021
Q4 		$271K Buy
+925
New +$258K 0.02% 465

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Caprock Group's EFX Position: Q1 2025 in Review

Caprock Group sold out of Equifax (EFX) in Q1 2025, closing a stake of 1,569 shares — an estimated $400K sold.

Caprock Group first reported a position in EFX in Q4 2021 and held it in 12 quarters. The position peaked at $583K in Q1 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Caprock Group reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Caprock Group sold 1,569 Equifax shares in Q1 2025, an estimated $400K.
  • Caprock Group first reported a position in Equifax in Q4 2021 and held it in 12 quarters.
  • Caprock Group's Equifax position peaked at $583K in Q1 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.