Nicholas Hoffman & Company’s Equifax EFX Stock Holding History

Nicholas Hoffman & Company’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	-767	Closed	-$225K	–	294
2024 Q3	$225K	Buy	+767	New	+$216K	0.01%	271
2024 Q2	–	Sell	-766	Closed	-$205K	–	295
2024 Q1	$205K	Sell	766 -398	-34%	-$101K	0.01%	281
2023 Q4	$288K	Hold	1,164	–	–	0.02%	229
2023 Q3	$213K	Hold	1,164	–	–	0.02%	255
2023 Q2	$274K	Hold	1,164	–	–	0.01%	230
2023 Q1	$236K	Hold	1,164	–	–	0.02%	244
2022 Q4	$226K	Buy	+1,164	New	+$213K	0.02%	244
2022 Q3	–	Sell	-1,312	Closed	-$240K	–	260
2022 Q2	$240K	Hold	1,312	–	–	0.01%	228
2022 Q1	$311K	Hold	1,312	–	–	0.01%	226
2021 Q4	$384K	Hold	1,312	–	–	0.01%	193
2021 Q3	$332K	Buy	+1,312	New	+$341K	0.06%	198

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nicholas Hoffman & Company's EFX Position: Q4 2024 in Review

Nicholas Hoffman & Company sold out of Equifax (EFX) in Q4 2024, closing a stake of 767 shares — an estimated $225K sold.

Nicholas Hoffman & Company first reported a position in EFX in Q3 2021 and held it in 11 quarters. The position peaked at $384K in Q4 2021. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Nicholas Hoffman & Company reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Nicholas Hoffman & Company sold 767 Equifax shares in Q4 2024, an estimated $225K.
Nicholas Hoffman & Company first reported a position in Equifax in Q3 2021 and held it in 11 quarters.
Nicholas Hoffman & Company's Equifax position peaked at $384K in Q4 2021.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Nicholas Hoffman & Company's 13F filing for Q4 2024, filed 31 Jan 2025.