Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Equifax EFX Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-2,854
Closed -$764K – 979
2024
Q1 		$764K Buy
+2,854
New +$726K ﹤0.01% 763
2015
Q4 		– Sell
-2,740
Closed -$266K – 829
2015
Q3 		$266K Buy
+2,740
New +$272K 0.01% 674
2015
Q1 		– Sell
-4,330
Closed -$350K – 809
2014
Q4 		$350K Buy
+4,330
New +$335K 0.01% 655

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's EFX Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 2,854 shares — an estimated $764K sold.

Jacobs Levy Equity Management first reported a position in EFX in Q4 2014 and held it in 3 quarters. The position peaked at $764K in Q1 2024. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 2,854 Equifax shares in Q2 2024, an estimated $764K.
  • Jacobs Levy Equity Management first reported a position in Equifax in Q4 2014 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Equifax position peaked at $764K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.