Householder Group Estate & Retirement Specialist’s Equifax EFX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-150	Closed	-$44K	–	724
2024 Q3	$44K	Hold	150	–	–	0.01%	501
2024 Q2	$36K	Hold	150	–	–	0.01%	544
2024 Q1	$40.1K	Hold	150	–	–	0.01%	517
2023 Q4	$37K	Hold	150	–	–	0.01%	515
2023 Q3	$27.5K	Buy	+150	New	+$30.6K	0.01%	568
2023 Q1	$30K	Buy	+150	New	+$31.2K	0.01%	544
2022 Q4	–	Sell	-150	Closed	-$25K	–	519
2022 Q3	$25K	Buy	+150	New	+$29.4K	0.01%	529

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EFX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Equifax (EFX) in Q4 2024, closing a stake of 150 shares — an estimated $44K sold.

Householder Group Estate & Retirement Specialist first reported a position in EFX in Q3 2022 and held it in 7 quarters. The position peaked at $44K in Q3 2024. 848 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 150 Equifax shares in Q4 2024, an estimated $44K.
Householder Group Estate & Retirement Specialist first reported a position in Equifax in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Equifax position peaked at $44K in Q3 2024.
848 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.