Eagle Bay Advisors’s Equifax EFX Stock Holding History

Eagle Bay Advisors’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	-478	Closed	-$122K	–	367
2024 Q4	$122K	Sell	478 -64	-12%	-$17.1K	0.08%	169
2024 Q3	$159K	Sell	542 -55	-9%	-$15.5K	0.06%	205
2024 Q2	$145K	Buy	597 +1	+0.2%	+$239	0.09%	159
2024 Q1	$159K	Sell	596 -152	-20%	-$38.7K	0.1%	151
2023 Q4	$185K	Buy	748 +331	+79%	+$67.1K	0.12%	144
2023 Q3	$76.4K	Buy	417 +99	+31%	+$20.2K	0.04%	308
2023 Q2	$74.8K	Sell	318 -65	-17%	-$13.7K	0.04%	286
2023 Q1	$77.7K	Buy	383 +10	+3%	+$2.08K	0.04%	301
2022 Q4	$72.5K	Buy	373 +283	+314%	+$51.7K	0.04%	301
2022 Q3	$16K	Sell	90 -70	-44%	-$13.7K	0.01%	540
2022 Q2	$29.2K	Buy	+160	New	+$32K	0.02%	481
2022 Q1	–	Sell	-6	Closed	-$2K	–	487
2021 Q4	$2K	Buy	+6	New	+$1.67K	﹤0.01%	905

Other funds holding EFX

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

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Massachusetts Financial Services

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

Kayne Anderson Rudnick Investment Management

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

Geode Capital Management

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