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Oxford Asset Management’s Equifax EFX Stock Holding History

Oxford Asset 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
2024
Q4 		– Sell
-2,046
Closed -$601K – 498
2024
Q3 		$601K Buy
+2,046
New +$577K 0.5% 47
2018
Q4 		– Sell
-35,942
Closed -$4.69M – 1859
2018
Q3 		$4.69M Buy
+35,942
New +$4.68M 0.1% 241
2017
Q4 		– Sell
-21,322
Closed -$2.26M – 1665
2017
Q3 		$2.26M Buy
+21,322
New +$2.82M 0.04% 562

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oxford Asset Management's EFX Position: Q4 2024 in Review

Oxford Asset Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 2,046 shares — an estimated $601K sold.

Oxford Asset Management first reported a position in EFX in Q3 2017 and held it in 3 quarters. The position peaked at $4.69M in Q3 2018. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Oxford Asset Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Oxford Asset Management sold 2,046 Equifax shares in Q4 2024, an estimated $601K.
  • Oxford Asset Management first reported a position in Equifax in Q3 2017 and held it in 3 quarters.
  • Oxford Asset Management's Equifax position peaked at $4.69M in Q3 2018.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Oxford Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.