Ipswich Investment Management’s Equifax EFX Stock Holding History

Ipswich 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
2025 Q4	–	Sell	-964	Closed	-$247K	–	188
2025 Q3	$247K	Hold	964	–	–	0.06%	161
2025 Q2	$250K	Hold	964	–	–	0.06%	163
2025 Q1	$235K	Hold	964	–	–	0.06%	170
2024 Q4	$246K	Buy	964 +160	+20%	+$42.9K	0.06%	170
2024 Q3	$236K	Buy	+804	New	+$227K	0.05%	178
2024 Q2	–	Sell	-804	Closed	-$215K	–	190
2024 Q1	$215K	Buy	+804	New	+$205K	0.05%	182
2022 Q1	–	Sell	-804	Closed	-$235K	–	197
2021 Q4	$235K	Hold	804	–	–	0.05%	184
2021 Q3	$204K	Buy	+804	New	+$209K	0.05%	190
2019 Q1	–	Sell	-804	Closed	-$75K	–	238
2018 Q4	$75K	Buy	+804	New	+$85.6K	0.03%	239
2017 Q3	–	Sell	-2,069	Closed	-$284K	–	143
2017 Q2	$284K	Hold	2,069	–	–	0.13%	114
2017 Q1	$283K	Buy	2,069 +65	+3%	+$8.27K	0.12%	111
2016 Q4	$237K	Hold	2,004	–	–	0.11%	116
2016 Q3	$270K	Hold	2,004	–	–	0.13%	110
2016 Q2	$257K	Sell	2,004 -47	-2%	-$5.69K	0.13%	112
2016 Q1	$248K	Hold	2,051	–	–	0.12%	108
2015 Q4	$228K	Buy	+2,051	New	+$222K	0.1%	124

Other funds holding EFX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ipswich Investment Management's EFX Position: Q4 2025 in Review

Ipswich Investment Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 964 shares — an estimated $247K sold.

Ipswich Investment Management first reported a position in EFX in Q4 2015 and held it in 16 quarters. The position peaked at $284K in Q2 2017. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Ipswich Investment Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Ipswich Investment Management sold 964 Equifax shares in Q4 2025, an estimated $247K.
Ipswich Investment Management first reported a position in Equifax in Q4 2015 and held it in 16 quarters.
Ipswich Investment Management's Equifax position peaked at $284K in Q2 2017.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Ipswich Investment Management's 13F filing for Q4 2025, filed 16 Jan 2026.