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Catalyst Capital Advisors’s Equifax EFX Stock Holding History

Catalyst Capital 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
Q4 		– Sell
-434
Closed -$111K – 404
2025
Q3 		$111K Sell
434
-19
-4% -$4.78K ﹤0.01% 295
2025
Q2 		$117K Buy
+453
New +$115K ﹤0.01% 308
2025
Q1 		– Sell
-363
Closed -$92.5K – 465
2024
Q4 		$92.5K Buy
+363
New +$97.3K ﹤0.01% 307
2017
Q3 		– Sell
-21,600
Closed -$2.97M – 477
2017
Q2 		$2.97M Buy
21,600
+7,100
+49% +$975K 0.13% 110
2017
Q1 		$1.98M Buy
+14,500
New +$1.84M 0.1% 128
2016
Q4 		– Sell
-605
Closed -$81K – 451
2016
Q3 		$81K Sell
605
-12,000
-95% -$1.59M 0.01% 298
2016
Q2 		$1.62M Buy
12,605
+7,000
+125% +$848K 0.3% 102
2016
Q1 		$640K Buy
+5,605
New +$590K 0.11% 151
2014
Q4 		– Sell
-9,451
Closed -$706K – 514
2014
Q3 		$706K Buy
+9,451
New +$720K 0.09% 196

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return