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Intact Investment Management’s Equifax EFX Stock Holding History

Intact Investment 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
2024
Q4 		– Sell
-250
Closed -$73.5K – 328
2024
Q3 		$73.5K Buy
+250
New +$70.5K ﹤0.01% 277
2022
Q4 		– Sell
-3,000
Closed -$515K – 266
2022
Q3 		$515K Hold
3,000
– – 0.02% 222
2022
Q2 		$548K Hold
3,000
– – 0.02% 220
2022
Q1 		$711K Buy
+3,000
New +$707K 0.02% 218
2017
Q1 		– Sell
-3,100
Closed -$366K – 272
2016
Q4 		$366K Buy
+3,100
New +$379K 0.01% 216

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 $3.38T AUM 44.17% 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

Intact Investment Management's EFX Position: Q4 2024 in Review

Intact Investment Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 250 shares — an estimated $73.5K sold.

Intact Investment Management first reported a position in EFX in Q4 2016 and held it in 5 quarters. The position peaked at $711K in Q1 2022. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Intact Investment Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Intact Investment Management sold 250 Equifax shares in Q4 2024, an estimated $73.5K.
  • Intact Investment Management first reported a position in Equifax in Q4 2016 and held it in 5 quarters.
  • Intact Investment Management's Equifax position peaked at $711K in Q1 2022.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Intact Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.