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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 $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