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Empirical Asset Management’s Equifax EFX Stock Holding History

Empirical Asset 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
Q2 		– Sell
-1,362
Closed -$364K – 361
2024
Q1 		$364K Buy
+1,362
New +$347K 0.18% 166

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BlackRock
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Morgan Stanley
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State Street
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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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Asset Management's EFX Position: Q2 2024 in Review

Empirical Asset Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 1,362 shares — an estimated $364K sold.

Empirical Asset Management first reported a position in EFX in Q1 2024 and held it in 1 quarter. The position peaked at $364K in Q1 2024. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Empirical Asset Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Empirical Asset Management sold 1,362 Equifax shares in Q2 2024, an estimated $364K.
  • Empirical Asset Management first reported a position in Equifax in Q1 2024 and held it in 1 quarter.
  • Empirical Asset Management's Equifax position peaked at $364K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Empirical Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.