NERM
EFX icon

New England Research & Management’s Equifax EFX Stock Holding History

New England Research & 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
2025
Q3 		– Sell
-1,050
Closed -$272K – 154
2025
Q2 		$272K Hold
1,050
– – 0.13% 134
2025
Q1 		$256K Hold
1,050
– – 0.13% 135
2024
Q4 		$268K Buy
+1,050
New +$281K 0.14% 129

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 $484B AUM 34.9% 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 $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

New England Research & Management's EFX Position: Q3 2025 in Review

New England Research & Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 1,050 shares — an estimated $272K sold.

New England Research & Management first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • New England Research & Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • New England Research & Management sold 1,050 Equifax shares in Q3 2025, an estimated $272K.
  • New England Research & Management first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • New England Research & Management's Equifax position peaked at $272K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on New England Research & Management's 13F filing for Q3 2025, filed 6 Oct 2025.