Plante Moran Financial Advisors’s Equifax EFX Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-30	Closed	-$7.65K	–	836
2024 Q4	$7.65K	Buy	+30	New	+$8.04K	﹤0.01%	621
2023 Q1	–	Sell	-1	Closed	-$194	–	818
2022 Q4	$194	Buy	+1	New	+$183	﹤0.01%	813
2022 Q1	–	Sell	-18	Closed	-$5K	–	852
2021 Q4	$5K	Buy	+18	New	+$5.01K	﹤0.01%	810
2019 Q3	–	Sell	-232	Closed	-$31K	–	860
2019 Q2	$31K	Hold	232	–	–	0.01%	421
2019 Q1	$27K	Hold	232	–	–	0.01%	428
2018 Q4	$22K	Hold	232	–	–	0.01%	419
2018 Q3	$30K	Hold	232	–	–	0.01%	380
2018 Q2	$29K	Hold	232	–	–	0.01%	423
2018 Q1	$27K	Hold	232	–	–	0.01%	450
2017 Q4	$27K	Hold	232	–	–	0.02%	452
2017 Q3	$25K	Sell	232 -4	-2%	-$529	0.01%	432
2017 Q2	$32K	Hold	236	–	–	0.02%	395
2017 Q1	$32K	Buy	236 +4	+2%	+$509	0.02%	394
2016 Q4	$27K	Hold	232	–	–	0.02%	430
2016 Q3	$31K	Hold	232	–	–	0.02%	402
2016 Q2	$30K	Hold	232	–	–	0.02%	362
2016 Q1	$27K	Hold	232	–	–	0.02%	343
2015 Q4	$26K	Buy	+232	New	+$25.1K	0.02%	404
2014 Q1	–	Sell	-724	Closed	-$50K	–	641
2013 Q4	$50K	Buy	+724	New	+$47.1K	0.03%	233

Other funds holding EFX

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Plante Moran Financial Advisors's EFX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 30 shares — an estimated $7.65K sold.

Plante Moran Financial Advisors first reported a position in EFX in Q4 2013 and held it in 19 quarters. The position peaked at $50K in Q4 2013. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 30 Equifax shares in Q1 2025, an estimated $7.65K.
Plante Moran Financial Advisors first reported a position in Equifax in Q4 2013 and held it in 19 quarters.
Plante Moran Financial Advisors's Equifax position peaked at $50K in Q4 2013.
813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.