Lake Street Advisors Group’s Equifax EFX Stock Holding History

Lake Street Advisors Group’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	$363K	Buy	1,425 +37	+3%	+$9.91K	0.02%	399
2024 Q3	$408K	Buy	1,388 +4	+0.3%	+$1.13K	0.02%	375
2024 Q2	$336K	Buy	1,384 +59	+4%	+$14.1K	0.02%	412
2024 Q1	$355K	Buy	1,325 +62	+5%	+$15.8K	0.02%	416
2023 Q4	$312K	Buy	+1,263	New	+$256K	0.02%	423
2021 Q3	–	Sell	-1,187	Closed	-$308K	–	290
2021 Q2	$308K	Sell	1,187 -107	-8%	-$23.9K	0.02%	240
2021 Q1	$234K	Buy	1,294 +3	+0.2%	+$530	0.02%	280
2020 Q4	$249K	Sell	1,291 -5	-0.4%	-$841	0.02%	259
2020 Q3	$203K	Buy	1,296 +119	+10%	+$19.5K	0.02%	267
2020 Q2	$202K	Buy	+1,177	New	+$174K	0.02%	256

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's EFX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Equifax (EFX) stake by 2.7% in Q4 2024, buying an estimated $9.91K and bringing the position to 1,425 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #399.

Lake Street Advisors Group first reported a position in EFX in Q2 2020 and has held it in 10 quarters since. The position peaked at $408K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Lake Street Advisors Group held 1,425 shares of Equifax worth $363K as of Q4 2024.
Lake Street Advisors Group bought 37 Equifax shares in Q4 2024, an estimated $9.91K.
Equifax made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #399 holding.
Lake Street Advisors Group first reported a position in Equifax in Q2 2020 and has held it in 10 quarters since.
Lake Street Advisors Group's Equifax position peaked at $408K in Q3 2024.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.