Hennion & Walsh Asset Management’s Equifax EFX Stock Holding History

Hennion & Walsh Asset 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 Q2	–	Sell	-858	Closed	-$209K	–	931
2025 Q1	$209K	Sell	858 -49	-5%	-$12.3K	0.01%	828
2024 Q4	$231K	Sell	907 -891	-50%	-$239K	0.01%	809
2024 Q3	$528K	Sell	1,798 -39	-2%	-$11K	0.02%	602
2024 Q2	$445K	Sell	1,837 -1,251	-41%	-$298K	0.02%	618
2024 Q1	$826K	Sell	3,088 -96	-3%	-$24.4K	0.04%	471
2023 Q4	$787K	Sell	3,184 -1,145	-26%	-$232K	0.05%	465
2023 Q3	$793K	Buy	4,329 +206	+5%	+$42.1K	0.05%	416
2023 Q2	$970K	Buy	4,123 +822	+25%	+$173K	0.06%	378
2023 Q1	$670K	Buy	3,301 +58	+2%	+$12.1K	0.04%	440
2022 Q4	$630K	Buy	3,243 +674	+26%	+$123K	0.04%	447
2022 Q3	$440K	Buy	2,569 +138	+6%	+$27K	0.03%	509
2022 Q2	$444K	Buy	2,431 +1,250	+106%	+$250K	0.03%	515
2022 Q1	$280K	Buy	1,181 +105	+10%	+$24.7K	0.01%	672
2021 Q4	$315K	Buy	+1,076	New	+$300K	0.02%	640

Other funds holding EFX

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 New York $5.7T 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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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