K.J. Harrison & Partners’s Equifax EFX Stock Holding History

K.J. Harrison & Partners’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 Q3	–	Sell	-1,860	Closed	-$451K	–	217
2024 Q2	$451K	Hold	1,860	–	–	0.07%	158
2024 Q1	$498K	Hold	1,860	–	–	0.08%	164
2023 Q4	$460K	Buy	+1,860	New	+$377K	0.08%	164
2023 Q3	–	Sell	-1,916	Closed	-$449K	–	142
2023 Q2	$449K	Hold	1,916	–	–	0.08%	168
2023 Q1	$389K	Hold	1,916	–	–	0.08%	174
2022 Q4	$504K	Hold	1,916	–	–	0.1%	160
2022 Q3	$328K	Buy	1,916 +350	+22%	+$68.6K	0.12%	127
2022 Q2	$287K	Buy	1,566 +4	+0.3%	+$801	0.08%	149
2022 Q1	$370K	Buy	+1,562	New	+$368K	0.06%	189

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

K.J. Harrison & Partners's EFX Position: Q3 2024 in Review

K.J. Harrison & Partners sold out of Equifax (EFX) in Q3 2024, closing a stake of 1,860 shares — an estimated $451K sold.

K.J. Harrison & Partners first reported a position in EFX in Q1 2022 and held it in 9 quarters. The position peaked at $504K in Q4 2022. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

K.J. Harrison & Partners reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 1,860 Equifax shares in Q3 2024, an estimated $451K.
K.J. Harrison & Partners first reported a position in Equifax in Q1 2022 and held it in 9 quarters.
K.J. Harrison & Partners's Equifax position peaked at $504K in Q4 2022.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on K.J. Harrison & Partners's 13F filing for Q3 2024, filed 25 Oct 2024.