Polar Asset Management Partners’s Equifax EFX Stock Holding History

Polar Asset Management 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
2025 Q1	–	Sell	-27,700	Closed	-$7.06M	–	598
2024 Q4	$7.06M	Sell	27,700 -13,000	-32%	-$3.48M	0.08%	197
2024 Q3	$12M	Buy	+40,700	New	+$11.5M	0.25%	99
2022 Q1	–	Sell	-3,176	Closed	-$930K	–	1305
2021 Q4	$930K	Sell	3,176 -517	-14%	-$144K	0.01%	760
2021 Q3	$936K	Sell	3,693 -599	-14%	-$156K	0.01%	705
2021 Q2	$1.03M	Buy	4,292 +1,276	+42%	+$285K	0.01%	618
2021 Q1	$546K	Buy	+3,016	New	+$533K	0.01%	574
2020 Q4	–	Sell	-2,593	Closed	-$407K	–	814
2020 Q3	$407K	Buy	+2,593	New	+$425K	0.01%	434

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

Polar Asset Management Partners's EFX Position: Q1 2025 in Review

Polar Asset Management Partners sold out of Equifax (EFX) in Q1 2025, closing a stake of 27,700 shares — an estimated $7.06M sold.

Polar Asset Management Partners first reported a position in EFX in Q3 2020 and held it in 7 quarters. The position peaked at $12M in Q3 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Polar Asset Management Partners reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 27,700 Equifax shares in Q1 2025, an estimated $7.06M.
Polar Asset Management Partners first reported a position in Equifax in Q3 2020 and held it in 7 quarters.
Polar Asset Management Partners's Equifax position peaked at $12M in Q3 2024.
813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.