Rappaport Reiches Capital Management’s Equifax EFX Stock Holding History

Rappaport Reiches Capital Management’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	$437K	Buy	1,793 +14	+0.8%	+$3.52K	0.11%	67
2024 Q4	$453K	Hold	1,779	–	–	0.12%	62
2024 Q3	$523K	Sell	1,779 -12	-0.7%	-$3.38K	0.14%	57
2024 Q2	$434K	Buy	1,791 +5	+0.3%	+$1.19K	0.13%	59
2024 Q1	$478K	Buy	1,786 +1	+0.1%	+$254	0.15%	64
2023 Q4	$441K	Buy	1,785 +4	+0.2%	+$811	0.16%	53
2023 Q3	$326K	Sell	1,781 -19	-1%	-$3.88K	0.14%	56
2023 Q2	$424K	Hold	1,800	–	–	0.18%	52
2023 Q1	$365K	Sell	1,800 -500	-22%	-$104K	0.16%	56
2022 Q4	$447K	Buy	2,300 +499	+28%	+$91.2K	0.22%	49
2022 Q3	$309K	Buy	1,801 +1	+0.1%	+$196	0.16%	54
2022 Q2	$329K	Buy	1,800 +1	+0.1%	+$200	0.17%	52
2022 Q1	$427K	Hold	1,799	–	–	0.23%	48
2021 Q4	$527K	Hold	1,799	–	–	0.45%	31
2021 Q3	$456K	Hold	1,799	–	–	0.45%	31
2021 Q2	$431K	Buy	+1,799	New	+$402K	0.45%	35

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rappaport Reiches Capital Management's EFX Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Equifax (EFX) stake by 0.79% in Q1 2025, buying an estimated $3.52K and bringing the position to 1,793 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #67.

Rappaport Reiches Capital Management first reported a position in EFX in Q2 2021 and has held it in 16 quarters since. The position peaked at $527K in Q4 2021. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Rappaport Reiches Capital Management held 1,793 shares of Equifax worth $437K as of Q1 2025.
Rappaport Reiches Capital Management bought 14 Equifax shares in Q1 2025, an estimated $3.52K.
Equifax made up 0.11% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #67 holding.
Rappaport Reiches Capital Management first reported a position in Equifax in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's Equifax position peaked at $527K in Q4 2021.
810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.