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Paloma Partners’s Equifax EFX Stock Holding History

Paloma Partners’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
-3,900
Closed -$1.15M – 520
2024
Q3 		$1.15M Sell
3,900
-8,800
-69% -$2.48M 0.03% 391
2024
Q2 		$3.08M Sell
12,700
-12,483
-50% -$2.98M 0.09% 248
2024
Q1 		$6.74M Buy
+25,183
New +$6.41M 0.36% 67
2023
Q4 		– Sell
-12,700
Closed -$2.33M – 781
2023
Q3 		$2.33M Buy
+12,700
New +$2.59M 0.08% 209
2023
Q2 		– Sell
-2,200
Closed -$446K – 814
2023
Q1 		$446K Buy
+2,200
New +$458K 0.02% 507
2022
Q4 		– Sell
-22,800
Closed -$3.91M – 978
2022
Q3 		$3.91M Buy
+22,800
New +$4.47M 0.18% 90
2022
Q2 		– Sell
-1,900
Closed -$450K – 1276
2022
Q1 		$450K Sell
1,900
-9,100
-83% -$2.14M 0.01% 844
2021
Q4 		$3.22M Buy
+11,000
New +$3.06M 0.05% 320
2020
Q3 		– Sell
-100
Closed -$17K – 2173
2020
Q2 		$17K Buy
+100
New +$14.8K ﹤0.01% 2034
2020
Q1 		– Sell
-6,300
Closed -$883K – 1455
2019
Q4 		$883K Buy
6,300
+1,300
+26% +$180K 0.01% 1019
2019
Q3 		$703K Buy
+5,000
New +$705K 0.01% 928
2018
Q2 		– Sell
-3,800
Closed -$448K – 1754
2018
Q1 		$448K Sell
3,800
-10,700
-74% -$1.28M 0.01% 1436
2017
Q4 		$1.71M Buy
+14,500
New +$1.63M 0.02% 751

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 $5.72T AUM 30.48% 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 $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
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

Paloma Partners's EFX Position: Q4 2024 in Review

Paloma Partners sold out of Equifax (EFX) in Q4 2024, closing a stake of 6,371 shares — an estimated $1.87M sold.

Paloma Partners first reported a position in EFX in Q2 2013 and held it in 32 quarters. The position peaked at $3.15M in Q2 2021. 847 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Paloma Partners reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 6,371 Equifax shares in Q4 2024, an estimated $1.87M.
  • Paloma Partners first reported a position in Equifax in Q2 2013 and held it in 32 quarters.
  • Paloma Partners's Equifax position peaked at $3.15M in Q2 2021.
  • 847 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.