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Friedenthal Financial’s Equifax EFX Stock Holding History

Friedenthal Financial’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
-2,534
Closed -$745K – 282
2024
Q3 		$745K Buy
+2,534
New +$715K 0.44% 74
2024
Q1 		– Sell
-2,957
Closed -$731K – 242
2023
Q4 		$731K Buy
+2,957
New +$600K 0.48% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Friedenthal Financial's EFX Position: Q4 2024 in Review

Friedenthal Financial sold out of Equifax (EFX) in Q4 2024, closing a stake of 2,534 shares — an estimated $745K sold.

Friedenthal Financial first reported a position in EFX in Q4 2023 and held it in 2 quarters. The position peaked at $745K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Friedenthal Financial reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Friedenthal Financial sold 2,534 Equifax shares in Q4 2024, an estimated $745K.
  • Friedenthal Financial first reported a position in Equifax in Q4 2023 and held it in 2 quarters.
  • Friedenthal Financial's Equifax position peaked at $745K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Friedenthal Financial's 13F filing for Q4 2024, filed 13 Jan 2025.