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Cassady Schiller Wealth Management’s Equifax EFX Stock Holding History

Cassady Schiller Wealth 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 		$1.78K Buy
+7
New +$1.88K ﹤0.01% 611
2022
Q1 		– Sell
-4
Closed -$1K – 254
2021
Q4 		$1K Buy
+4
New +$1.11K ﹤0.01% 448

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 $298B AUM 21.96% 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

Cassady Schiller Wealth Management's EFX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Equifax (EFX) in Q4 2024: 7 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in EFX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in EFX in Q4 2021 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of Equifax worth $1.78K as of Q4 2024.
  • Equifax was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Equifax made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #611 holding.
  • Cassady Schiller Wealth Management first reported a position in Equifax in Q4 2021 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.