HST Ventures’s Equifax EFX Stock Holding History

HST Ventures’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	$11.7M	Buy	39,738 +19,561	+97%	+$5.52M	3.19%	13
2024 Q2	$4.89M	Buy	+20,177	New	+$4.81M	2.21%	18

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HST Ventures's EFX Position: Q3 2024 in Review

HST Ventures increased its Equifax (EFX) stake by 97% in Q3 2024, buying an estimated $5.52M and bringing the position to 39,738 shares worth $11.7M. The position accounts for 3.19% of the portfolio, ranked #13.

HST Ventures first reported a position in EFX in Q2 2024 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

HST Ventures held 39,738 shares of Equifax worth $11.7M as of Q3 2024.
HST Ventures bought 19,561 Equifax shares in Q3 2024, an estimated $5.52M.
Equifax made up 3.19% of HST Ventures's portfolio in Q3 2024, its #13 holding.
HST Ventures first reported a position in Equifax in Q2 2024 and has held it in 2 quarters since.
834 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on HST Ventures's 13F filing for Q3 2024, filed 14 Nov 2024.