Morgan Stanley’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $723M | Sell |
4,016,415
-231,946
| -5% | -$46.1M | 0.04% | 408 |
|
|
2025
Q4 | $922M | Sell |
4,248,361
-390,877
| -8% | -$85.6M | 0.06% | 312 |
|
|
2025
Q3 | $1.19B | Buy |
4,639,238
+749,502
| +19% | +$188M | 0.07% | 245 |
|
|
2025
Q2 | $1.01B | Buy |
3,889,736
+155,323
| +4% | +$39.5M | 0.07% | 265 |
|
|
2025
Q1 | $910M | Buy |
3,734,413
+474,815
| +15% | +$119M | 0.07% | 285 |
|
|
2024
Q4 | $831M | Sell |
3,259,598
-61,033
| -2% | -$16.4M | 0.06% | 307 |
|
|
2024
Q3 | $976M | Sell |
3,320,631
-1,778,496
| -35% | -$502M | 0.07% | 257 |
|
|
2024
Q2 | $1.24B | Buy |
5,099,127
+43,579
| +0.9% | +$10.4M | 0.1% | 188 |
|
|
2024
Q1 | $1.35B | Sell |
5,055,548
-5,795,538
| -53% | -$1.47B | 0.11% | 177 |
|
|
2023
Q4 | $2.68B | Buy |
10,851,086
+5,861,860
| +117% | +$1.19B | 0.12% | 162 |
|
|
2023
Q3 | $914M | Sell |
4,989,226
-86,925
| -2% | -$17.7M | 0.09% | 209 |
|
|
2023
Q2 | $1.19B | Sell |
5,076,151
-116,534
| -2% | -$24.5M | 0.12% | 165 |
|
|
2023
Q1 | $1.05B | Sell |
5,192,685
-33,739
| -0.6% | -$7.02M | 0.11% | 178 |
|
|
2022
Q4 | $1.02B | Buy |
5,226,424
+535,644
| +11% | +$97.9M | 0.12% | 176 |
|
|
2022
Q3 | $804M | Sell |
4,690,780
-49,525
| -1% | -$9.7M | 0.11% | 191 |
|
|
2022
Q2 | $866M | Buy |
4,740,305
+3,112,286
| +191% | +$623M | 0.11% | 180 |
|
|
2022
Q1 | $386M | Buy |
1,628,019
+1,069,182
| +191% | +$252M | 0.05% | 332 |
|
|
2021
Q4 | $164M | Buy |
558,837
+7,702
| +1% | +$2.14M | 0.02% | 643 |
|
|
2021
Q3 | $140M | Sell |
551,135
-426,306
| -44% | -$111M | 0.02% | 666 |
|
|
2021
Q2 | $234M | Buy |
977,441
+480,021
| +97% | +$107M | 0.03% | 490 |
|
|
2021
Q1 | $90.1M | Buy |
497,420
+333,178
| +203% | +$58.9M | 0.01% | 805 |
|
|
2020
Q4 | $31.7M | Buy |
164,242
+8,299
| +5% | +$1.4M | ﹤0.01% | 1433 |
|
|
2020
Q3 | $24.5M | Sell |
155,943
-861
| -0.5% | -$141K | ﹤0.01% | 1329 |
|
|
2020
Q2 | $27M | Buy |
156,804
+40,175
| +34% | +$5.95M | 0.01% | 1199 |
|
|
2020
Q1 | $13.9M | Sell |
116,629
-27,151
| -19% | -$3.95M | ﹤0.01% | 1539 |
|
|
2019
Q4 | $20.1M | Buy |
143,780
+46,269
| +47% | +$6.41M | ﹤0.01% | 1651 |
|
|
2019
Q3 | $13.7M | Sell |
97,511
-1,711
| -2% | -$241K | ﹤0.01% | 1816 |
|
|
2019
Q2 | $13.4M | Buy |
99,222
+21,226
| +27% | +$2.66M | ﹤0.01% | 1851 |
|
|
2019
Q1 | $9.24M | Sell |
77,996
-93,138
| -54% | -$9.94M | ﹤0.01% | 2110 |
|
|
2018
Q4 | $15.9M | Buy |
171,134
+39,165
| +30% | +$4.17M | ﹤0.01% | 1670 |
|
|
2018
Q3 | $17.2M | Buy |
131,969
+31,733
| +32% | +$4.13M | ﹤0.01% | 1824 |
|
|
2018
Q2 | $12.5M | Sell |
100,236
-30,351
| -23% | -$3.6M | ﹤0.01% | 2118 |
|
|
2018
Q1 | $15.4M | Sell |
130,587
-6,150
| -4% | -$738K | ﹤0.01% | 1923 |
|
|
2017
Q4 | $16.1M | Sell |
136,737
-854,551
| -86% | -$96.1M | ﹤0.01% | 1904 |
|
|
2017
Q3 | $105M | Buy |
991,288
+752,605
| +315% | +$99.5M | 0.03% | 533 |
|
|
2017
Q2 | $32.8M | Buy |
238,683
+3,370
| +1% | +$463K | 0.01% | 1155 |
|
|
2017
Q1 | $32.2M | Sell |
235,313
-21,072
| -8% | -$2.68M | 0.01% | 1190 |
|
|
2016
Q4 | $30.3M | Sell |
256,385
-200,139
| -44% | -$24.5M | 0.01% | 1194 |
|
|
2016
Q3 | $61.4M | Buy |
456,524
+26,611
| +6% | +$3.53M | 0.02% | 741 |
|
|
2016
Q2 | $55.2M | Sell |
429,913
-40,452
| -9% | -$4.9M | 0.02% | 749 |
|
|
2016
Q1 | $53.8M | Buy |
470,365
+134,585
| +40% | +$14.2M | 0.02% | 720 |
|
|
2015
Q4 | $37.4M | Sell |
335,780
-55,736
| -14% | -$6.02M | 0.01% | 962 |
|
|
2015
Q3 | $38M | Buy |
391,516
+76,910
| +24% | +$7.64M | 0.01% | 950 |
|
|
2015
Q2 | $30.5M | Buy |
314,606
+91,093
| +41% | +$8.89M | 0.01% | 1173 |
|
|
2015
Q1 | $20.8M | Buy |
223,513
+50,063
| +29% | +$4.44M | 0.01% | 1434 |
|
|
2014
Q4 | $14M | Sell |
173,450
-209,213
| -55% | -$16.2M | 0.01% | 1756 |
|
|
2014
Q3 | $28.6M | Buy |
382,663
+81,272
| +27% | +$6.19M | 0.01% | 1168 |
|
|
2014
Q2 | $21.9M | Sell |
301,391
-93,834
| -24% | -$6.59M | 0.01% | 1357 |
|
|
2014
Q1 | $26.9M | Sell |
395,225
-19,238
| -5% | -$1.35M | 0.01% | 1144 |
|
|
2013
Q4 | $28.6M | Buy |
414,463
+182,019
| +78% | +$11.8M | 0.01% | 1082 |
|
|
2013
Q3 | $13.9M | Sell |
232,444
-316,859
| -58% | -$19.5M | 0.01% | 1509 |
|
|
2013
Q2 | $32.4M | Buy |
+549,303
| New | +$33.1M | 0.02% | 868 |
|
Other funds holding EFX
VCM
VPM
SCP
