Gradient Investments’s Equifax EFX Stock Holding History

Gradient Investments’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	Closed	-$970	–	590
2024 Q2	$970	Hold	4	–	–	﹤0.01%	1080
2024 Q1	$1.07K	Hold	4	–	–	﹤0.01%	898
2023 Q4	$989	Hold	4	–	–	﹤0.01%	1428
2023 Q3	$733	Sell	4 -7	-64%	-$1.43K	﹤0.01%	1466
2023 Q2	$2.59K	Sell	11 -3	-21%	-$631	﹤0.01%	1101
2023 Q1	$2.84K	Buy	14 +9	+180%	+$1.87K	﹤0.01%	1058
2022 Q4	$972	Buy	5 +1	+25%	+$183	﹤0.01%	1200
2022 Q3	$1K	Buy	+4	New	+$784	﹤0.01%	1223
2020 Q1	–	Sell	-3	Closed	–	–	1125
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1126
2019 Q3	$0	Buy	+3	New	+$423	﹤0.01%	1133
2018 Q1	–	Sell	-4	Closed	–	–	1046
2017 Q4	$0	Buy	+4	New	+$450	﹤0.01%	1028

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's EFX Position: Q3 2024 in Review

Gradient Investments sold out of Equifax (EFX) in Q3 2024, closing a stake of 4 shares — an estimated $970 sold.

Gradient Investments first reported a position in EFX in Q4 2017 and held it in 11 quarters. The position peaked at $2.84K in Q1 2023. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

Gradient Investments reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 4 Equifax shares in Q3 2024, an estimated $970.
Gradient Investments first reported a position in Equifax in Q4 2017 and held it in 11 quarters.
Gradient Investments's Equifax position peaked at $2.84K in Q1 2023.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.