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
-1,700
Closed -$433K – 1487
2024
Q4 		$433K Sell
1,700
-4,100
-71% -$1.1M ﹤0.01% 1354
2024
Q3 		$1.7M Buy
5,800
+400
+7% +$113K 0.01% 784
2024
Q2 		$1.31M Buy
5,400
+400
+8% +$95.4K ﹤0.01% 880
2024
Q1 		$1.34M Sell
5,000
-900
-15% -$229K ﹤0.01% 986
2023
Q4 		$1.46M Sell
5,900
-6,800
-54% -$1.38M ﹤0.01% 906
2023
Q3 		$2.33M Buy
12,700
+500
+4% +$102K 0.01% 676
2023
Q2 		$2.87M Buy
12,200
+1,200
+11% +$253K 0.01% 537
2023
Q1 		$2.23M Buy
11,000
+9,400
+588% +$1.96M 0.01% 564
2022
Q4 		$311K Sell
1,600
-29,200
-95% -$5.34M ﹤0.01% 1212
2022
Q3 		$5.28M Buy
30,800
+1,200
+4% +$235K 0.03% 392
2022
Q2 		$5.41M Sell
29,600
-10,800
-27% -$2.16M 0.03% 388
2022
Q1 		$9.58M Sell
40,400
-19,800
-33% -$4.67M 0.03% 477
2021
Q4 		$17.6M Sell
60,200
-9,100
-13% -$2.53M 0.03% 458
2021
Q3 		$17.6M Buy
69,300
+37,800
+120% +$9.82M 0.03% 456
2021
Q2 		$7.54M Buy
31,500
+18,400
+140% +$4.11M 0.02% 611
2021
Q1 		$2.37M Sell
13,100
-19,600
-60% -$3.46M 0.01% 875
2020
Q4 		$6.31M Sell
32,700
-7,200
-18% -$1.21M 0.02% 522
2020
Q3 		$6.26M Sell
39,900
-2,000
-5% -$328K 0.03% 455
2020
Q2 		$7.2M Buy
41,900
+3,100
+8% +$459K 0.05% 335
2020
Q1 		$4.63M Sell
38,800
-8,300
-18% -$1.21M 0.07% 292
2019
Q4 		$6.6M Buy
47,100
+15,300
+48% +$2.12M 0.04% 468
2019
Q3 		$4.47M Buy
31,800
+3,800
+14% +$535K 0.03% 478
2019
Q2 		$3.79M Buy
28,000
+15,800
+130% +$1.98M 0.03% 540
2019
Q1 		$1.45M Buy
12,200
+5,900
+94% +$630K 0.01% 707
2018
Q4 		$587K Buy
6,300
+1,600
+34% +$170K 0.01% 782
2018
Q3 		$614K Buy
+4,700
New +$612K 0.01% 739

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 $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.