Paradigm Asset Management’s Equifax EFX Stock Holding History

Paradigm 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 Q2	–	Sell	-600	Closed	-$161K	–	516
2024 Q1	$161K	Sell	600 -200	-25%	-$50.9K	0.04%	312
2023 Q4	$198K	Hold	800	–	–	0.05%	304
2023 Q3	$147K	Hold	800	–	–	0.04%	324
2023 Q2	$188K	Buy	+800	New	+$168K	0.05%	303
2016 Q4	–	Sell	-5,688	Closed	-$765K	–	600
2016 Q3	$765K	Sell	5,688 -150	-3%	-$19.9K	0.13%	128
2016 Q2	$750K	Buy	5,838 +138	+2%	+$16.7K	0.13%	127
2016 Q1	$651K	Sell	5,700 -500	-8%	-$52.6K	0.12%	152
2015 Q4	$690K	Buy	+6,200	New	+$670K	0.12%	179
2013 Q3	–	Sell	-8,000	Closed	-$471K	–	822
2013 Q2	$471K	Buy	+8,000	New	+$483K	0.08%	284

Other funds holding EFX

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paradigm Asset Management's EFX Position: Q2 2024 in Review

Paradigm Asset Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 600 shares — an estimated $161K sold.

Paradigm Asset Management first reported a position in EFX in Q2 2013 and held it in 9 quarters. The position peaked at $765K in Q3 2016. 759 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

Paradigm Asset Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
Paradigm Asset Management sold 600 Equifax shares in Q2 2024, an estimated $161K.
Paradigm Asset Management first reported a position in Equifax in Q2 2013 and held it in 9 quarters.
Paradigm Asset Management's Equifax position peaked at $765K in Q3 2016.
759 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Paradigm Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.