Manning & Napier Advisors’s Equifax EFX Stock Holding History

Manning & Napier Advisors’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
2025 Q1	–	Sell	-25,309	Closed	-$6.45M	–	290
2024 Q4	$6.45M	Sell	25,309 -1,223	-5%	-$328K	0.07%	146
2024 Q3	$7.8M	Buy	26,532 +9,889	+59%	+$2.79M	0.09%	153
2024 Q2	$4.04M	Buy	+16,643	New	+$3.97M	0.05%	204
2017 Q3	$29.9M	Buy	+281,905	New	+$37.3M	0.26%	71
2017 Q2	–	Sell	-22,160	Closed	-$3.03M	–	323
2017 Q1	$3.03M	Sell	22,160 -16,900	-43%	-$2.15M	0.02%	253
2016 Q4	$4.62M	Buy	+39,060	New	+$4.77M	0.03%	203
2015 Q1	–	Sell	-7,850	Closed	-$634K	–	374
2014 Q4	$634K	Sell	7,850 -1,361,330	-99%	-$105M	﹤0.01%	362
2014 Q3	$102M	Sell	1,369,180 -1,516,480	-53%	-$115M	0.43%	68
2014 Q2	$209M	Buy	2,885,660 +111,620	+4%	+$7.83M	0.81%	53
2014 Q1	$189M	Buy	+2,774,040	New	+$194M	0.78%	50

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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manning & Napier Advisors's EFX Position: Q1 2025 in Review

Manning & Napier Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 25,309 shares — an estimated $6.45M sold.

Manning & Napier Advisors first reported a position in EFX in Q1 2014 and held it in 10 quarters. The position peaked at $209M in Q2 2014. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Manning & Napier Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Manning & Napier Advisors sold 25,309 Equifax shares in Q1 2025, an estimated $6.45M.
Manning & Napier Advisors first reported a position in Equifax in Q1 2014 and held it in 10 quarters.
Manning & Napier Advisors's Equifax position peaked at $209M in Q2 2014.
810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Manning & Napier Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.