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Financiere des Professionnels’s Equifax EFX Stock Holding History

Financiere des Professionnels’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
Q3 		– Sell
-5,923
Closed -$1.42M – 174
2024
Q2 		$1.42M Buy
5,923
+31
+0.5% +$7.39K 0.11% 125
2024
Q1 		$1.58M Sell
5,892
-8,423
-59% -$2.14M 0.13% 115
2023
Q4 		$3.54M Buy
14,315
+117
+0.8% +$23.7K 0.31% 89
2023
Q3 		$2.6M Buy
+14,198
New +$2.9M 0.25% 97

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financiere des Professionnels's EFX Position: Q3 2024 in Review

Financiere des Professionnels sold out of Equifax (EFX) in Q3 2024, closing a stake of 5,923 shares — an estimated $1.42M sold.

Financiere des Professionnels first reported a position in EFX in Q3 2023 and held it in 4 quarters. The position peaked at $3.54M in Q4 2023. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Financiere des Professionnels reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Financiere des Professionnels sold 5,923 Equifax shares in Q3 2024, an estimated $1.42M.
  • Financiere des Professionnels first reported a position in Equifax in Q3 2023 and held it in 4 quarters.
  • Financiere des Professionnels's Equifax position peaked at $3.54M in Q4 2023.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Financiere des Professionnels's 13F filing for Q3 2024, filed 31 Oct 2024.