DT
EFX icon

Diversified Trust’s Equifax EFX Stock Holding History

Diversified Trust’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
-823
Closed -$211K – 1057
2025
Q3 		$211K Buy
823
+22
+3% +$5.53K ﹤0.01% 919
2025
Q2 		$208K Buy
+801
New +$204K ﹤0.01% 865
2025
Q1 		– Sell
-801
Closed -$204K – 959
2024
Q4 		$204K Buy
801
+14
+2% +$3.75K 0.01% 849
2024
Q3 		$231K Buy
+787
New +$222K 0.01% 806
2024
Q2 		– Sell
-1,938
Closed -$518K – 898
2024
Q1 		$518K Sell
1,938
-2
-0.1% -$509 0.02% 502
2023
Q4 		$480K Buy
1,940
+97
+5% +$19.7K 0.02% 516
2023
Q3 		$338K Sell
1,843
-7
-0.4% -$1.43K 0.01% 579
2023
Q2 		$435K Buy
1,850
+17
+0.9% +$3.58K 0.02% 510
2023
Q1 		$372K Buy
1,833
+593
+48% +$123K 0.01% 557
2022
Q4 		$241K Buy
1,240
+5
+0.4% +$914 0.01% 667
2022
Q3 		$212K Buy
+1,235
New +$242K 0.01% 676

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