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Horizon Bancorp’s Equifax EFX Stock Holding History

Horizon Bancorp’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
-125
Closed -$37K – 198
2024
Q3 		$37K Sell
125
-7
-5% -$1.97K 0.02% 143
2024
Q2 		$32K Hold
132
– – 0.02% 152
2024
Q1 		$35K Sell
132
-12
-8% -$3.05K 0.02% 158
2023
Q4 		$36K Hold
144
– – 0.02% 164
2023
Q3 		$26K Sell
144
-62
-30% -$12.7K 0.02% 162
2023
Q2 		$48K Sell
206
-386
-65% -$81.2K 0.03% 116
2023
Q1 		$120K Sell
592
-22
-4% -$4.58K 0.08% 65
2022
Q4 		$119K Buy
+614
New +$112K 0.07% 100
2020
Q3 		$178K Sell
1,132
-48
-4% -$7.86K 0.25% 116
2020
Q2 		$203K Sell
1,180
-224
-16% -$33.2K 0.22% 90
2020
Q1 		$168K Sell
1,404
-380
-21% -$55.3K 0.26% 100
2019
Q4 		$250K Buy
+1,784
New +$247K 0.23% 125

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

Horizon Bancorp's EFX Position: Q4 2024 in Review

Horizon Bancorp sold out of Equifax (EFX) in Q4 2024, closing a stake of 125 shares — an estimated $37K sold.

Horizon Bancorp first reported a position in EFX in Q4 2019 and held it in 12 quarters. The position peaked at $250K in Q4 2019. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Horizon Bancorp reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Horizon Bancorp sold 125 Equifax shares in Q4 2024, an estimated $37K.
  • Horizon Bancorp first reported a position in Equifax in Q4 2019 and held it in 12 quarters.
  • Horizon Bancorp's Equifax position peaked at $250K in Q4 2019.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Horizon Bancorp's 13F filing for Q4 2024, filed 13 Jan 2025.