JF
EFX icon

JSF Financial’s Equifax EFX Stock Holding History

JSF Financial’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
-726
Closed -$213K – 124
2024
Q3 		$213K Buy
+726
New +$205K 0.06% 108
2022
Q1 		– Sell
-699
Closed -$205K – 120
2021
Q4 		$205K Buy
+699
New +$195K 0.1% 105
2020
Q2 		– Sell
-2,487
Closed -$297K – 66
2020
Q1 		$297K Buy
+2,487
New +$362K 0.3% 47

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 $3.37T AUM 44.26% 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

JSF Financial's EFX Position: Q4 2024 in Review

JSF Financial sold out of Equifax (EFX) in Q4 2024, closing a stake of 726 shares — an estimated $213K sold.

JSF Financial first reported a position in EFX in Q1 2020 and held it in 3 quarters. The position peaked at $297K in Q1 2020. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • JSF Financial reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • JSF Financial sold 726 Equifax shares in Q4 2024, an estimated $213K.
  • JSF Financial first reported a position in Equifax in Q1 2020 and held it in 3 quarters.
  • JSF Financial's Equifax position peaked at $297K in Q1 2020.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on JSF Financial's 13F filing for Q4 2024, filed 29 Jan 2025.