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Pegasus Partners’s Equifax EFX Stock Holding History

Pegasus 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
Q3 		$539K Sell
1,834
-1,056
-37% -$298K 0.05% 96
2024
Q2 		$701K Sell
2,890
-2,384
-45% -$569K 0.07% 73
2024
Q1 		$1.41M Sell
5,274
-702
-12% -$179K 0.15% 59
2023
Q4 		$1.48M Sell
5,976
-788
-12% -$160K 0.17% 54
2023
Q3 		$1.24M Buy
6,764
+1,111
+20% +$227K 0.17% 59
2023
Q2 		$1.33M Sell
5,653
-10
-0.2% -$2.1K 0.2% 51
2023
Q1 		$1.15M Buy
5,663
+314
+6% +$65.4K 0.18% 54
2022
Q4 		$1.04M Buy
5,349
+55
+1% +$10.1K 0.17% 57
2022
Q3 		$908K Buy
5,294
+436
+9% +$85.4K 0.19% 61
2022
Q2 		$888K Buy
4,858
+124
+3% +$24.8K 0.18% 64
2022
Q1 		$1.12M Sell
4,734
-49
-1% -$11.5K 0.2% 57
2021
Q4 		$1.4M Sell
4,783
-758
-14% -$211K 0.25% 50
2021
Q3 		$1.4M Sell
5,541
-492
-8% -$128K 0.25% 53
2021
Q2 		$1.45M Sell
6,033
-1,790
-23% -$400K 0.28% 51
2021
Q1 		$1.42M Sell
7,823
-2,718
-26% -$480K 0.31% 55
2020
Q4 		$2.03M Buy
10,541
+559
+6% +$94K 0.52% 45
2020
Q3 		$1.57M Buy
9,982
+2,335
+31% +$382K 0.47% 45
2020
Q2 		$1.31M Buy
7,647
+2,295
+43% +$340K 0.43% 51
2020
Q1 		$639K Buy
+5,352
New +$778K 0.25% 81

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pegasus Partners's EFX Position: Q3 2024 in Review

Pegasus Partners reduced its Equifax (EFX) stake by 37% in Q3 2024, selling an estimated $298K and leaving 1,834 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #96.

Pegasus Partners first reported a position in EFX in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2020. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Pegasus Partners held 1,834 shares of Equifax worth $539K as of Q3 2024.
  • Pegasus Partners sold 1,056 Equifax shares in Q3 2024, an estimated $298K.
  • Equifax made up 0.05% of Pegasus Partners's portfolio in Q3 2024, its #96 holding.
  • Pegasus Partners first reported a position in Equifax in Q1 2020 and has held it in 19 quarters since.
  • Pegasus Partners's Equifax position peaked at $2.03M in Q4 2020.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.