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	-6,700	Closed	-$1.97M	–	522
2024 Q3	$1.97M	Sell	6,700 -5,600	-46%	-$1.58M	0.05%	283
2024 Q2	$2.98M	Buy	+12,300	New	+$2.93M	0.08%	257
2023 Q4	–	Sell	-5,700	Closed	-$1.04M	–	782
2023 Q3	$1.04M	Buy	+5,700	New	+$1.16M	0.04%	355
2023 Q2	–	Sell	-2,300	Closed	-$467K	–	816
2023 Q1	$467K	Buy	+2,300	New	+$479K	0.02%	501
2022 Q4	–	Sell	-11,000	Closed	-$1.89M	–	980
2022 Q3	$1.89M	Buy	+11,000	New	+$2.15M	0.09%	191
2020 Q1	–	Sell	-7,100	Closed	-$995K	–	1456
2019 Q4	$995K	Buy	7,100 +100	+1%	+$13.9K	0.01%	951
2019 Q3	$985K	Buy	+7,000	New	+$986K	0.02%	751
2018 Q2	–	Sell	-33,300	Closed	-$3.92M	–	1756
2018 Q1	$3.92M	Buy	33,300 +2,300	+7%	+$276K	0.06%	271
2017 Q4	$3.66M	Buy	+31,000	New	+$3.48M	0.05%	387

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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.