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Rathbones Group’s Equifax EFX Stock Holding History

Rathbones 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
-292,937
Closed -$86.1M – 617
2024
Q3 		$86.1M Hold
292,937
– – 0.43% 63
2024
Q2 		$71M Sell
292,937
-263
-0.1% -$62.7K 0.39% 70
2024
Q1 		$78.4M Buy
293,200
+490
+0.2% +$125K 0.45% 58
2023
Q4 		$72.4M Sell
292,710
-240
-0.1% -$48.7K 0.47% 57
2023
Q3 		$53.7M Sell
292,950
-176
-0.1% -$35.9K 0.39% 60
2023
Q2 		$69M Buy
293,126
+3,913
+1% +$824K 0.64% 47
2023
Q1 		$58.7M Sell
289,213
-93
-0% -$19.4K 0.6% 48
2022
Q4 		$56.2M Sell
289,306
-19
-0% -$3.47K 0.63% 49
2022
Q3 		$49.6M Buy
+289,325
New +$56.7M 0.61% 47
2018
Q4 		– Sell
-2,424
Closed -$317K – 319
2018
Q3 		$317K Buy
2,424
+415
+21% +$54.1K 0.01% 245
2018
Q2 		$251K Hold
2,009
– – 0.01% 261
2018
Q1 		$237K Buy
2,009
+87
+5% +$10.4K 0.01% 271
2017
Q4 		$227K Sell
1,922
-1,156
-38% -$130K 0.01% 282
2017
Q3 		$326K Sell
3,078
-147,220
-98% -$19.5M 0.01% 238
2017
Q2 		$20.7M Buy
150,298
+9,522
+7% +$1.31M 0.92% 41
2017
Q1 		$19.3M Buy
140,776
+37
+0% +$4.71K 0.88% 42
2016
Q4 		$16.6M Buy
140,739
+5,239
+4% +$640K 0.83% 46
2016
Q3 		$18.2M Buy
+135,500
New +$18M 0.94% 36

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

Rathbones Group's EFX Position: Q4 2024 in Review

Rathbones Group sold out of Equifax (EFX) in Q4 2024, closing a stake of 292,937 shares — an estimated $86.1M sold.

Rathbones Group first reported a position in EFX in Q3 2016 and held it in 18 quarters. The position peaked at $86.1M in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Rathbones Group reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Rathbones Group sold 292,937 Equifax shares in Q4 2024, an estimated $86.1M.
  • Rathbones Group first reported a position in Equifax in Q3 2016 and held it in 18 quarters.
  • Rathbones Group's Equifax position peaked at $86.1M in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

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