O
EFX icon

Ossiam’s Equifax EFX Stock Holding History

Ossiam’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
Q4 		– Sell
-2,326
Closed -$597K – 461
2025
Q3 		$597K Sell
2,326
-121
-5% -$30.4K 0.01% 537
2025
Q2 		$635K Sell
2,447
-168
-6% -$42.7K 0.01% 448
2025
Q1 		$637K Sell
2,615
-290
-10% -$72.9K 0.01% 395
2024
Q4 		$740K Sell
2,905
-19
-0.6% -$5.09K 0.01% 399
2024
Q3 		$859K Sell
2,924
-834
-22% -$235K 0.02% 371
2024
Q2 		$911K Buy
3,758
+844
+29% +$201K 0.02% 375
2024
Q1 		$780K Sell
2,914
-89
-3% -$22.6K 0.01% 430
2023
Q4 		$743K Sell
3,003
-20
-0.7% -$4.06K 0.01% 407
2023
Q3 		$554K Buy
+3,023
New +$617K 0.01% 449
2022
Q2 		– Sell
-137
Closed -$32K – 455
2022
Q1 		$32K Buy
+137
New +$32.3K ﹤0.01% 405
2021
Q2 		– Sell
-762
Closed -$138K – 455
2021
Q1 		$138K Buy
+762
New +$135K ﹤0.01% 358

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return