PAG
EFX icon

Private Advisor Group’s Equifax EFX Stock Holding History

Private Advisor Group’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
-796
Closed -$234K – 2346
2024
Q3 		$234K Buy
+796
New +$225K ﹤0.01% 2118
2024
Q1 		– Sell
-847
Closed -$209K – 2361
2023
Q4 		$209K Buy
+847
New +$172K ﹤0.01% 2017
2022
Q3 		– Sell
-2,100
Closed -$384K – 1975
2022
Q2 		$384K Buy
2,100
+270
+15% +$54K ﹤0.01% 1531
2022
Q1 		$434K Buy
1,830
+226
+14% +$53.3K ﹤0.01% 1494
2021
Q4 		$470K Sell
1,604
-1,039
-39% -$289K ﹤0.01% 1472
2021
Q3 		$670K Buy
2,643
+1,440
+120% +$374K ﹤0.01% 1367
2021
Q2 		$288K Buy
+1,203
New +$269K ﹤0.01% 1648
2020
Q3 		– Sell
-267
Closed -$46K – 2072
2020
Q2 		$46K Buy
+267
New +$39.6K ﹤0.01% 2141
2019
Q3 		– Sell
-2,410
Closed -$326K – 1689
2019
Q2 		$326K Buy
+2,410
New +$302K 0.01% 1241
2018
Q4 		– Sell
-2,365
Closed -$309K – 1411
2018
Q3 		$309K Buy
2,365
+745
+46% +$97.1K 0.01% 1209
2018
Q2 		$201K Buy
+1,620
New +$192K ﹤0.01% 1197
2017
Q1 		– Sell
-1,918
Closed -$231K – 1420
2016
Q4 		$231K Buy
1,918
+82
+4% +$10K 0.01% 1078
2016
Q3 		$245K Buy
+1,836
New +$243K 0.01% 920

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return