Capstone Investment Advisors
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Capstone Investment Advisors’s Equifax EFX Stock Holding History

Capstone Investment Advisors’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
-100
Closed -$25.5K – 1485
2024
Q4 		$25.5K Sell
100
-3,900
-98% -$1.05M ﹤0.01% 1786
2024
Q3 		$1.18M Hold
4,000
– – ﹤0.01% 913
2024
Q2 		$970K Hold
4,000
– – ﹤0.01% 997
2024
Q1 		$1.07M Sell
4,000
-700
-15% -$178K ﹤0.01% 1107
2023
Q4 		$1.16M Sell
4,700
-1,200
-20% -$243K ﹤0.01% 1000
2023
Q3 		$1.08M Buy
5,900
+200
+4% +$40.8K ﹤0.01% 955
2023
Q2 		$1.34M Buy
5,700
+200
+4% +$42.1K 0.01% 763
2023
Q1 		$1.12M Buy
5,500
+4,200
+323% +$874K 0.01% 759
2022
Q4 		$253K Sell
1,300
-7,900
-86% -$1.44M ﹤0.01% 1262
2022
Q3 		$1.58M Buy
9,200
+800
+10% +$157K 0.01% 854
2022
Q2 		$1.53M Sell
8,400
-4,300
-34% -$861K 0.01% 859
2022
Q1 		$3.01M Sell
12,700
-700
-5% -$165K 0.01% 886
2021
Q4 		$3.92M Buy
13,400
+300
+2% +$83.5K 0.01% 902
2021
Q3 		$3.32M Buy
13,100
+7,600
+138% +$1.98M 0.01% 1008
2021
Q2 		$1.32M Buy
5,500
+4,400
+400% +$983K ﹤0.01% 1154
2021
Q1 		$199K Sell
1,100
-11,800
-91% -$2.08M ﹤0.01% 1439
2020
Q4 		$2.49M Sell
12,900
-2,800
-18% -$471K 0.01% 811
2020
Q3 		$2.46M Buy
15,700
+100
+0.6% +$16.4K 0.01% 740
2020
Q2 		$2.68M Sell
15,600
-200
-1% -$29.6K 0.02% 617
2020
Q1 		$1.89M Sell
15,800
-7,200
-31% -$1.05M 0.03% 542
2019
Q4 		$3.22M Buy
23,000
+6,400
+39% +$887K 0.02% 699
2019
Q3 		$2.33M Buy
16,600
+7,200
+77% +$1.01M 0.02% 687
2019
Q2 		$1.27M Buy
9,400
+3,700
+65% +$464K 0.01% 870
2019
Q1 		$675K Buy
5,700
+2,700
+90% +$288K 0.01% 924
2018
Q4 		$279K Buy
3,000
+1,100
+58% +$117K ﹤0.01% 952
2018
Q3 		$248K Buy
+1,900
New +$248K ﹤0.01% 960

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's EFX Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 2,993 shares — an estimated $763K sold.

Capstone Investment Advisors first reported a position in EFX in Q1 2017 and held it in 14 quarters. The position peaked at $4.41M in Q3 2022. 812 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,993 Equifax shares in Q1 2025, an estimated $763K.
  • Capstone Investment Advisors first reported a position in Equifax in Q1 2017 and held it in 14 quarters.
  • Capstone Investment Advisors's Equifax position peaked at $4.41M in Q3 2022.
  • 812 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.