Clarus Group’s Equifax EFX Stock Holding History

Clarus 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	-1,000	Closed	-$255K	–	100
2024 Q4	$255K	Hold	1,000	–	–	0.09%	90
2024 Q3	$294K	Hold	1,000	–	–	0.12%	87
2024 Q2	$242K	Hold	1,000	–	–	0.11%	100
2024 Q1	$268K	Hold	1,000	–	–	0.19%	89
2023 Q4	$247K	Buy	+1,000	New	+$203K	0.19%	89
2023 Q3	–	Sell	-1,000	Closed	-$235K	–	112
2023 Q2	$235K	Hold	1,000	–	–	0.17%	98
2023 Q1	$203K	Buy	+1,000	New	+$208K	0.19%	87
2022 Q2	–	Sell	-1,000	Closed	-$237K	–	108
2022 Q1	$237K	Hold	1,000	–	–	0.16%	91
2021 Q4	$279K	Hold	1,000	–	–	0.19%	86
2021 Q3	$253K	Hold	1,000	–	–	0.17%	91
2021 Q2	$249K	Buy	+1,000	New	+$223K	0.19%	88

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Group's EFX Position: Q1 2025 in Review

Clarus Group sold out of Equifax (EFX) in Q1 2025, closing a stake of 1,000 shares — an estimated $255K sold.

Clarus Group first reported a position in EFX in Q2 2021 and held it in 11 quarters. The position peaked at $294K in Q3 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Clarus Group reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Clarus Group sold 1,000 Equifax shares in Q1 2025, an estimated $255K.
Clarus Group first reported a position in Equifax in Q2 2021 and held it in 11 quarters.
Clarus Group's Equifax position peaked at $294K in Q3 2024.
813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Clarus Group's 13F filing for Q1 2025, filed 25 Apr 2025.