MRCM
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M&R Capital Management’s Equifax EFX Stock Holding History

M&R Capital 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
Q1 		– Sell
-31
Closed -$7.67K – 576
2023
Q4 		$7.67K Hold
31
– – ﹤0.01% 431
2023
Q3 		$5.68K Hold
31
– – ﹤0.01% 456
2023
Q2 		$7.29K Sell
31
-15
-33% -$3.16K ﹤0.01% 422
2023
Q1 		$9.33K Hold
46
– – ﹤0.01% 381
2022
Q4 		$8.94K Buy
+46
New +$8.41K ﹤0.01% 359

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

M&R Capital Management's EFX Position: Q1 2024 in Review

M&R Capital Management sold out of Equifax (EFX) in Q1 2024, closing a stake of 31 shares — an estimated $7.67K sold.

M&R Capital Management first reported a position in EFX in Q4 2022 and held it in 5 quarters. The position peaked at $9.33K in Q1 2023. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • M&R Capital Management reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • M&R Capital Management sold 31 Equifax shares in Q1 2024, an estimated $7.67K.
  • M&R Capital Management first reported a position in Equifax in Q4 2022 and held it in 5 quarters.
  • M&R Capital Management's Equifax position peaked at $9.33K in Q1 2023.
  • 769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.