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EdgePoint Investment Group’s Equifax EFX Stock Holding History

EdgePoint Investment 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
2023
Q4 		– Sell
-650,491
Closed -$119M – 43
2023
Q3 		$119M Sell
650,491
-374,643
-37% -$76.5M 1.14% 27
2023
Q2 		$241M Buy
1,025,134
+2,920
+0.3% +$615K 2.17% 19
2023
Q1 		$207M Buy
1,022,214
+211,856
+26% +$44.1M 2.08% 22
2022
Q4 		$158M Buy
+810,358
New +$148M 1.68% 22

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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

EdgePoint Investment Group's EFX Position: Q4 2023 in Review

EdgePoint Investment Group sold out of Equifax (EFX) in Q4 2023, closing a stake of 650,491 shares — an estimated $119M sold.

EdgePoint Investment Group first reported a position in EFX in Q4 2022 and held it in 4 quarters. The position peaked at $241M in Q2 2023. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • EdgePoint Investment Group reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • EdgePoint Investment Group sold 650,491 Equifax shares in Q4 2023, an estimated $119M.
  • EdgePoint Investment Group first reported a position in Equifax in Q4 2022 and held it in 4 quarters.
  • EdgePoint Investment Group's Equifax position peaked at $241M in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on EdgePoint Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.