Element Wealth’s Equifax EFX Stock Holding History

Element Wealth’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	–	Sell	-757	Closed	-$222K	–	295
2024 Q3	$222K	Buy	+757	New	+$214K	0.12%	140

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Element Wealth's EFX Position: Q4 2024 in Review

Element Wealth sold out of Equifax (EFX) in Q4 2024, closing a stake of 757 shares — an estimated $222K sold.

Element Wealth first reported a position in EFX in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Element Wealth reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Element Wealth sold 757 Equifax shares in Q4 2024, an estimated $222K.
Element Wealth first reported a position in Equifax in Q3 2024 and held it in 1 quarter.
Element Wealth's Equifax position peaked at $222K in Q3 2024.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Element Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.