Manning & Napier Group’s Equifax EFX Stock Holding History

Manning & Napier 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 Q1	$4.29M	Buy	+16,058	New	+$4.09M	0.05%	185
2018 Q4	–	Sell	-553,715	Closed	-$72.3M	–	337
2018 Q3	$72.3M	Sell	553,715 -303,890	-35%	-$39.6M	0.71%	45
2018 Q2	$107M	Sell	857,605 -18,515	-2%	-$2.19M	1.06%	34
2018 Q1	$103M	Sell	876,120 -70,391	-7%	-$8.45M	1.01%	36
2017 Q4	$112M	Buy	+946,511	New	+$106M	1%	34

Other funds holding EFX

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 Group's EFX Position: Q1 2024 in Review

Manning & Napier Group opened a new position in Equifax (EFX) in Q1 2024: 16,058 shares worth $4.29M. The stake represents 0.05% of the portfolio and ranks #185 among its holdings. This is a return to the name: Manning & Napier Group previously reported a position in EFX as recently as Q3 2018.

Manning & Napier Group first reported a position in EFX in Q4 2017 and has held it in 5 quarters since. The position peaked at $112M in Q4 2017. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Manning & Napier Group held 16,058 shares of Equifax worth $4.29M as of Q1 2024.
Equifax was a new Manning & Napier Group position in Q1 2024.
Equifax made up 0.05% of Manning & Napier Group's portfolio in Q1 2024, its #185 holding.
Manning & Napier Group first reported a position in Equifax in Q4 2017 and has held it in 5 quarters since.
Manning & Napier Group's Equifax position peaked at $112M in Q4 2017.
766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Manning & Napier Group's 13F filing for Q1 2024, filed 15 Apr 2024.