EBA
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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 – 486
2021
Q4 		$2K Buy
+6
New +$1.67K ﹤0.01% 905

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Bay Advisors's EFX Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 478 shares — an estimated $122K sold.

Eagle Bay Advisors first reported a position in EFX in Q4 2021 and held it in 12 quarters. The position peaked at $185K in Q4 2023. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 478 Equifax shares in Q1 2025, an estimated $122K.
  • Eagle Bay Advisors first reported a position in Equifax in Q4 2021 and held it in 12 quarters.
  • Eagle Bay Advisors's Equifax position peaked at $185K in Q4 2023.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.