Jackson Grant Investment Advisers’s Equifax EFX Stock Holding History

Jackson Grant Investment Advisers’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 Q1	–	Sell	-4	Closed	-$1.02K	–	385
2024 Q4	$1.02K	Hold	4	–	–	﹤0.01%	393
2024 Q3	$1.18K	Hold	4	–	–	﹤0.01%	395
2024 Q2	$970	Hold	4	–	–	﹤0.01%	391
2024 Q1	$1.07K	Hold	4	–	–	﹤0.01%	388
2023 Q4	$989	Hold	4	–	–	﹤0.01%	384
2023 Q3	$733	Hold	4	–	–	﹤0.01%	390
2023 Q2	$941	Hold	4	–	–	﹤0.01%	407
2023 Q1	$811	Buy	+4	New	+$833	﹤0.01%	458

Other funds holding EFX

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Jackson Grant Investment Advisers's EFX Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of Equifax (EFX) in Q1 2025, closing a stake of 4 shares — an estimated $1.02K sold.

Jackson Grant Investment Advisers first reported a position in EFX in Q1 2023 and held it in 8 quarters. The position peaked at $1.18K in Q3 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 4 Equifax shares in Q1 2025, an estimated $1.02K.
Jackson Grant Investment Advisers first reported a position in Equifax in Q1 2023 and held it in 8 quarters.
Jackson Grant Investment Advisers's Equifax position peaked at $1.18K in Q3 2024.
813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.