Clearfield Capital Management’s Equifax EFX Stock Holding History

Clearfield Capital 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 Q2	–	Sell	-15,700	Closed	-$4.2M	–	10
2024 Q1	$4.2M	Buy	+15,700	New	+$4M	3.56%	10
2019 Q4	–	Sell	-150,070	Closed	-$21.1M	–	13
2019 Q3	$21.1M	Sell	150,070 -11,030	-7%	-$1.55M	13.05%	4
2019 Q2	$21.8M	Sell	161,100 -52,200	-24%	-$6.54M	11.55%	3
2019 Q1	$25.3M	Buy	+213,300	New	+$22.8M	9.12%	3
2018 Q4	–	Sell	-170,058	Closed	-$22.2M	–	13
2018 Q3	$22.2M	Buy	+170,058	New	+$22.2M	6.36%	7

Other funds holding EFX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearfield Capital Management's EFX Position: Q2 2024 in Review

Clearfield Capital Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 15,700 shares — an estimated $4.2M sold.

Clearfield Capital Management first reported a position in EFX in Q3 2018 and held it in 5 quarters. The position peaked at $25.3M in Q1 2019. 757 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

Clearfield Capital Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
Clearfield Capital Management sold 15,700 Equifax shares in Q2 2024, an estimated $4.2M.
Clearfield Capital Management first reported a position in Equifax in Q3 2018 and held it in 5 quarters.
Clearfield Capital Management's Equifax position peaked at $25.3M in Q1 2019.
757 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Clearfield Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.