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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 – 2345
2024
Q3 		$234K Buy
+796
New +$225K ﹤0.01% 2118
2024
Q1 		– Sell
-847
Closed -$209K – 2360
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 – 2071
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Advisor Group's EFX Position: Q4 2024 in Review

Private Advisor Group sold out of Equifax (EFX) in Q4 2024, closing a stake of 796 shares — an estimated $234K sold.

Private Advisor Group first reported a position in EFX in Q3 2016 and held it in 13 quarters. The position peaked at $670K in Q3 2021. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Private Advisor Group reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 796 Equifax shares in Q4 2024, an estimated $234K.
  • Private Advisor Group first reported a position in Equifax in Q3 2016 and held it in 13 quarters.
  • Private Advisor Group's Equifax position peaked at $670K in Q3 2021.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.