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Fort Washington Investment Advisors’s Equifax EFX Stock Holding History

Fort Washington Investment Advisors’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
-4,857
Closed -$1.18M – 410
2024
Q2 		$1.18M Sell
4,857
-20
-0.4% -$4.77K 0.01% 283
2024
Q1 		$1.3M Buy
4,877
+20
+0.4% +$5.09K 0.01% 279
2023
Q4 		$1.2M Hold
4,857
– – 0.01% 270
2023
Q3 		$890K Hold
4,857
– – 0.01% 278
2023
Q2 		$1.14M Hold
4,857
– – 0.01% 267
2023
Q1 		$985K Hold
4,857
– – 0.01% 275
2022
Q4 		$944K Buy
+4,857
New +$888K 0.01% 276

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fort Washington Investment Advisors's EFX Position: Q3 2024 in Review

Fort Washington Investment Advisors sold out of Equifax (EFX) in Q3 2024, closing a stake of 4,857 shares — an estimated $1.18M sold.

Fort Washington Investment Advisors first reported a position in EFX in Q4 2022 and held it in 7 quarters. The position peaked at $1.3M in Q1 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Fort Washington Investment Advisors reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 4,857 Equifax shares in Q3 2024, an estimated $1.18M.
  • Fort Washington Investment Advisors first reported a position in Equifax in Q4 2022 and held it in 7 quarters.
  • Fort Washington Investment Advisors's Equifax position peaked at $1.3M in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.