MIS
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Morningstar Investment Services’s Equifax EFX Stock Holding History

Morningstar Investment Services’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 		– Sell
-1,994
Closed -$579K – 204
2024
Q3 		$579K Buy
1,994
+868
+77% +$245K 0.01% 259
2024
Q2 		$270K Buy
1,126
+59
+6% +$14.1K ﹤0.01% 329
2024
Q1 		$280K Buy
+1,067
New +$272K ﹤0.01% 294
2023
Q4 		– Sell
-22,396
Closed -$4.1M – 406
2023
Q3 		$4.1M Buy
22,396
+15,172
+210% +$3.1M 0.05% 141
2023
Q2 		$1.69M Sell
7,224
-275
-4% -$57.9K 0.02% 161
2023
Q1 		$1.5M Buy
7,499
+5,190
+225% +$1.08M 0.02% 160
2022
Q4 		$470K Buy
2,309
+4
+0.2% +$731 0.01% 184
2022
Q3 		$384K Sell
2,305
-13,675
-86% -$2.68M 0.01% 181
2022
Q2 		$2.88M Buy
15,980
+2,530
+19% +$506K 0.04% 135
2022
Q1 		$3.22M Buy
+13,450
New +$3.17M 0.04% 149
2019
Q4 		– Sell
-1,530
Closed -$215K – 198
2019
Q3 		$215K Sell
1,530
-2,011
-57% -$283K ﹤0.01% 184
2019
Q2 		$479K Sell
3,541
-334
-9% -$41.9K 0.01% 168
2019
Q1 		$459K Sell
3,875
-546
-12% -$58.3K 0.01% 159
2018
Q4 		$412K Buy
4,421
+1,572
+55% +$167K 0.01% 162
2018
Q3 		$372K Buy
2,849
+561
+25% +$73.1K 0.01% 168
2018
Q2 		$286K Buy
+2,288
New +$271K 0.01% 188

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morningstar Investment Services's EFX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Equifax (EFX) in Q4 2024, closing a stake of 1,994 shares — an estimated $579K sold.

Morningstar Investment Services first reported a position in EFX in Q2 2018 and held it in 16 quarters. The position peaked at $4.1M in Q3 2023. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,994 Equifax shares in Q4 2024, an estimated $579K.
  • Morningstar Investment Services first reported a position in Equifax in Q2 2018 and held it in 16 quarters.
  • Morningstar Investment Services's Equifax position peaked at $4.1M in Q3 2023.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.