GIM
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Generate Investment Management’s Equifax EFX Stock Holding History

Generate Investment 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
2025
Q1 		– Sell
-86,282
Closed -$22M – 83
2024
Q4 		$22M Buy
86,282
+47,564
+123% +$12.7M 1.54% 20
2024
Q3 		$11.4M Buy
38,718
+9,437
+32% +$2.66M 0.76% 47
2024
Q2 		$7.1M Sell
29,281
-39,383
-57% -$9.4M 0.42% 62
2024
Q1 		$18.4M Buy
68,664
+34,319
+100% +$8.73M 1.33% 23
2023
Q4 		$8.49M Buy
+34,345
New +$6.97M 0.73% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Generate Investment Management's EFX Position: Q1 2025 in Review

Generate Investment Management sold out of Equifax (EFX) in Q1 2025, closing a stake of 86,282 shares — an estimated $22M sold.

Generate Investment Management first reported a position in EFX in Q4 2023 and held it in 5 quarters. The position peaked at $22M in Q4 2024. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Generate Investment Management reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Generate Investment Management sold 86,282 Equifax shares in Q1 2025, an estimated $22M.
  • Generate Investment Management first reported a position in Equifax in Q4 2023 and held it in 5 quarters.
  • Generate Investment Management's Equifax position peaked at $22M in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Generate Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.