Edge Capital Group’s Equifax EFX Stock Holding History

Edge Capital Group’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	$297K	Buy	1,164 +6	+0.5%	+$1.61K	0.01%	264
2024 Q3	$340K	Hold	1,158	–	–	0.02%	256
2024 Q2	$281K	Sell	1,158 -39	-3%	-$9.3K	0.01%	269
2024 Q1	$320K	Buy	1,197 +197	+20%	+$50.1K	0.02%	255
2023 Q4	$247K	Sell	1,000 -180	-15%	-$36.5K	0.01%	272
2023 Q3	$216K	Sell	1,180 -27	-2%	-$5.51K	0.01%	268
2023 Q2	$284K	Hold	1,207	–	–	0.02%	264
2023 Q1	$245K	Hold	1,207	–	–	0.02%	276
2022 Q4	$235K	Sell	1,207 -3	-0.2%	-$548	0.02%	266
2022 Q3	$207K	Sell	1,210 -26	-2%	-$5.09K	0.02%	270
2022 Q2	$226K	Buy	1,236 +40	+3%	+$8.01K	0.02%	260
2022 Q1	$284K	Buy	1,196 +7	+0.6%	+$1.65K	0.02%	253
2021 Q4	$348K	Hold	1,189	–	–	0.02%	226
2021 Q3	$301K	Buy	1,189 +189	+19%	+$49.1K	0.02%	225
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.02%	238

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

Edge Capital Group's EFX Position: Q4 2024 in Review

Edge Capital Group increased its Equifax (EFX) stake by 0.52% in Q4 2024, buying an estimated $1.61K and bringing the position to 1,164 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #264.

Edge Capital Group first reported a position in EFX in Q2 2021 and has held it in 15 quarters since. The position peaked at $348K in Q4 2021. 847 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Edge Capital Group held 1,164 shares of Equifax worth $297K as of Q4 2024.
Edge Capital Group bought 6 Equifax shares in Q4 2024, an estimated $1.61K.
Equifax made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #264 holding.
Edge Capital Group first reported a position in Equifax in Q2 2021 and has held it in 15 quarters since.
Edge Capital Group's Equifax position peaked at $348K in Q4 2021.
847 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.