Eagle Ridge Investment Management’s Equifax EFX Stock Holding History

Eagle Ridge Investment 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	$702K	Hold	2,753	–	–	0.06%	85
2024 Q3	$809K	Hold	2,753	–	–	0.07%	78
2024 Q2	$667K	Hold	2,753	–	–	0.06%	87
2024 Q1	$736K	Sell	2,753 -75	-3%	-$19.1K	0.07%	82
2023 Q4	$699K	Hold	2,828	–	–	0.07%	86
2023 Q3	$518K	Hold	2,828	–	–	0.06%	93
2023 Q2	$665K	Hold	2,828	–	–	0.07%	88
2023 Q1	$574K	Hold	2,828	–	–	0.06%	95
2022 Q4	$550K	Hold	2,828	–	–	0.06%	96
2022 Q3	$485K	Hold	2,828	–	–	0.06%	98
2022 Q2	$517K	Hold	2,828	–	–	0.06%	96
2022 Q1	$671K	Sell	2,828 -100	-3%	-$23.6K	0.07%	90
2021 Q4	$857K	Hold	2,928	–	–	0.09%	85
2021 Q3	$742K	Hold	2,928	–	–	0.08%	86
2021 Q2	$701K	Hold	2,928	–	–	0.08%	84
2021 Q1	$530K	Hold	2,928	–	–	0.06%	91
2020 Q4	$565K	Hold	2,928	–	–	0.07%	92
2020 Q3	$459K	Hold	2,928	–	–	0.06%	100
2020 Q2	$503K	Hold	2,928	–	–	0.08%	85
2020 Q1	$350K	Hold	2,928	–	–	0.06%	94
2019 Q4	$410K	Hold	2,928	–	–	0.06%	107
2019 Q3	$412K	Hold	2,928	–	–	0.06%	107
2019 Q2	$396K	Sell	2,928 -300	-9%	-$37.6K	0.06%	112
2019 Q1	$383K	Hold	3,228	–	–	0.06%	114
2018 Q4	$301K	Hold	3,228	–	–	0.05%	124
2018 Q3	$421K	Sell	3,228 -1,928	-37%	-$251K	0.06%	118
2018 Q2	$645K	Hold	5,156	–	–	0.1%	95
2018 Q1	$607K	Sell	5,156 -200	-4%	-$24K	0.09%	96
2017 Q4	$632K	Sell	5,356 -500	-9%	-$56.2K	0.1%	100
2017 Q3	$621K	Buy	+5,856	New	+$774K	0.1%	102

Other funds holding EFX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Ridge Investment Management's EFX Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Equifax (EFX) position steady in Q4 2024 at 2,753 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #85.

Eagle Ridge Investment Management first reported a position in EFX in Q3 2017 and has held it in 30 quarters since. The position peaked at $857K in Q4 2021. 847 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Eagle Ridge Investment Management held 2,753 shares of Equifax worth $702K as of Q4 2024.
Eagle Ridge Investment Management left its Equifax share count unchanged in Q4 2024.
Equifax made up 0.06% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #85 holding.
Eagle Ridge Investment Management first reported a position in Equifax in Q3 2017 and has held it in 30 quarters since.
Eagle Ridge Investment Management's Equifax position peaked at $857K in Q4 2021.
847 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.