Crestline Management’s Equifax EFX Stock Holding History

Crestline 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	–	Sell	-3,323	Closed	-$976K	–	762
2024 Q3	$976K	Buy	+3,323	New	+$937K	0.05%	279
2024 Q1	–	Sell	-13,238	Closed	-$3.27M	–	181
2023 Q4	$3.27M	Buy	+13,238	New	+$2.69M	0.28%	111
2023 Q2	–	Sell	-9,479	Closed	-$1.92M	–	166
2023 Q1	$1.92M	Buy	+9,479	New	+$1.97M	0.23%	104
2018 Q4	–	Sell	-20,000	Closed	-$2.61M	–	111
2018 Q3	$2.61M	Sell	20,000 -29,000	-59%	-$3.78M	0.24%	74
2018 Q2	$6.13M	Buy	+49,000	New	+$5.81M	0.64%	10
2018 Q1	–	Sell	-28,420	Closed	-$3.35M	–	222
2017 Q4	$3.35M	Buy	+28,420	New	+$3.19M	0.34%	24

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crestline Management's EFX Position: Q4 2024 in Review

Crestline Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 3,323 shares — an estimated $976K sold.

Crestline Management first reported a position in EFX in Q4 2017 and held it in 6 quarters. The position peaked at $6.13M in Q2 2018. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Crestline Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Crestline Management sold 3,323 Equifax shares in Q4 2024, an estimated $976K.
Crestline Management first reported a position in Equifax in Q4 2017 and held it in 6 quarters.
Crestline Management's Equifax position peaked at $6.13M in Q2 2018.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Crestline Management's 13F filing for Q4 2024, filed 14 Feb 2025.