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Deltec Asset Management’s Equifax EFX Stock Holding History

Deltec Asset 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
2025
Q2 		– Sell
-1,900
Closed -$463K – 198
2025
Q1 		$463K Hold
1,900
– – 0.1% 122
2024
Q4 		$484K Buy
+1,900
New +$509K 0.1% 122

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Deltec Asset Management's EFX Position: Q2 2025 in Review

Deltec Asset Management sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,900 shares — an estimated $463K sold.

Deltec Asset Management first reported a position in EFX in Q4 2024 and held it in 2 quarters. The position peaked at $484K in Q4 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Deltec Asset Management reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Deltec Asset Management sold 1,900 Equifax shares in Q2 2025, an estimated $463K.
  • Deltec Asset Management first reported a position in Equifax in Q4 2024 and held it in 2 quarters.
  • Deltec Asset Management's Equifax position peaked at $484K in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Deltec Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.