Raymond James & Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $118M | Buy |
403,226
+17,848
| +5% | +$5.03M | 0.07% | 234 |
|
|
2024
Q2 | $93.4M | Buy |
385,378
+13,540
| +4% | +$3.23M | 0.06% | 267 |
|
|
2024
Q1 | $99.5M | Buy |
371,838
+29,896
| +9% | +$7.61M | 0.07% | 258 |
|
|
2023
Q4 | $84.6M | Buy |
341,942
+142,571
| +72% | +$28.9M | 0.06% | 262 |
|
|
2023
Q3 | $36.5M | Buy |
199,371
+3,562
| +2% | +$727K | 0.03% | 456 |
|
|
2023
Q2 | $46.1M | Buy |
195,809
+4,353
| +2% | +$916K | 0.04% | 380 |
|
|
2023
Q1 | $38.8M | Buy |
191,456
+8,122
| +4% | +$1.69M | 0.03% | 423 |
|
|
2022
Q4 | $35.6M | Buy |
183,334
+6,377
| +4% | +$1.17M | 0.03% | 438 |
|
|
2022
Q3 | $30.3M | Buy |
176,957
+115,956
| +190% | +$22.7M | 0.03% | 449 |
|
|
2022
Q2 | $11.2M | Buy |
61,001
+4,167
| +7% | +$834K | 0.01% | 920 |
|
|
2022
Q1 | $13.5M | Sell |
56,834
-102,623
| -64% | -$24.2M | 0.01% | 913 |
|
|
2021
Q4 | $46.7M | Buy |
159,457
+16,746
| +12% | +$4.66M | 0.04% | 406 |
|
|
2021
Q3 | $36.2M | Buy |
142,711
+15,199
| +12% | +$3.95M | 0.03% | 457 |
|
|
2021
Q2 | $30.5M | Sell |
127,512
-5,914
| -4% | -$1.32M | 0.03% | 511 |
|
|
2021
Q1 | $24.2M | Buy |
133,426
+8,136
| +6% | +$1.44M | 0.02% | 578 |
|
|
2020
Q4 | $24.2M | Sell |
125,290
-5,641
| -4% | -$948K | 0.03% | 532 |
|
|
2020
Q3 | $20.5M | Buy |
130,931
+32,639
| +33% | +$5.35M | 0.03% | 526 |
|
|
2020
Q2 | $16.9M | Buy |
98,292
+14,538
| +17% | +$2.15M | 0.02% | 590 |
|
|
2020
Q1 | $10M | Buy |
83,754
+43,157
| +106% | +$6.28M | 0.02% | 751 |
|
|
2019
Q4 | $5.69M | Buy |
40,597
+143
| +0.4% | +$19.8K | 0.01% | 1176 |
|
|
2019
Q3 | $5.69M | Buy |
40,454
+9,184
| +29% | +$1.29M | 0.01% | 1147 |
|
|
2019
Q2 | $4.23M | Buy |
31,270
+5,948
| +23% | +$746K | 0.01% | 1318 |
|
|
2019
Q1 | $3M | Sell |
25,322
-181
| -0.7% | -$19.3K | ﹤0.01% | 1509 |
|
|
2018
Q4 | $2.38M | Sell |
25,503
-2,039
| -7% | -$217K | ﹤0.01% | 1540 |
|
|
2018
Q3 | $3.6M | Buy |
27,542
+493
| +2% | +$64.2K | 0.01% | 1428 |
|
|
2018
Q2 | $3.38M | Buy |
27,049
+1,935
| +8% | +$229K | 0.01% | 1418 |
|
|
2018
Q1 | $2.96M | Sell |
25,114
-61,006
| -71% | -$7.32M | 0.01% | 1450 |
|
|
2017
Q4 | $10.2M | Sell |
86,120
-80,907
| -48% | -$9.09M | 0.02% | 750 |
|
|
2017
Q3 | $17.7M | Buy |
167,027
+5,348
| +3% | +$707K | 0.04% | 501 |
|
|
2017
Q2 | $22.2M | Buy |
161,679
+5,786
| +4% | +$794K | 0.05% | 381 |
|
|
2017
Q1 | $21.3M | Buy |
155,893
+54,828
| +54% | +$6.97M | 0.05% | 367 |
|
|
2016
Q4 | $11.9M | Sell |
101,065
-3,425
| -3% | -$419K | 0.03% | 550 |
|
|
2016
Q3 | $14.1M | Sell |
104,490
-16,879
| -14% | -$2.24M | 0.04% | 461 |
|
|
2016
Q2 | $15.6M | Sell |
121,369
-12,817
| -10% | -$1.55M | 0.05% | 394 |
|
|
2016
Q1 | $15.3M | Sell |
134,186
-3,643
| -3% | -$383K | 0.05% | 387 |
|
|
2015
Q4 | $15.3M | Sell |
137,829
-877
| -0.6% | -$94.7K | 0.06% | 374 |
|
|
2015
Q3 | $13.5M | Buy |
138,706
+22,020
| +19% | +$2.19M | 0.06% | 384 |
|
|
2015
Q2 | $11.3M | Buy |
116,686
+24,844
| +27% | +$2.42M | 0.04% | 470 |
|
|
2015
Q1 | $8.54M | Buy |
91,842
+22,144
| +32% | +$1.97M | 0.04% | 509 |
|
|
2014
Q4 | $5.64M | Sell |
69,698
-19,417
| -22% | -$1.5M | 0.03% | 622 |
|
|
2014
Q3 | $6.66M | Buy |
89,115
+5,661
| +7% | +$431K | 0.04% | 506 |
|
|
2014
Q2 | $6.05M | Buy |
83,454
+9,382
| +13% | +$658K | 0.04% | 547 |
|
|
2014
Q1 | $5.04M | Buy |
74,072
+28,202
| +61% | +$1.97M | 0.03% | 566 |
|
|
2013
Q4 | $3.17M | Buy |
45,870
+5,584
| +14% | +$363K | 0.02% | 725 |
|
|
2013
Q3 | $2.41M | Buy |
40,286
+19,047
| +90% | +$1.17M | 0.02% | 784 |
|
|
2013
Q2 | $1.25M | Buy |
+21,239
| New | +$1.28M | 0.01% | 1060 |
|
Other funds holding EFX
Raymond James & Associates's EFX Position: Q3 2024 in Review
Raymond James & Associates increased its Equifax (EFX) stake by 4.6% in Q3 2024, buying an estimated $5.03M and bringing the position to 403,226 shares worth $118M. The position accounts for 0.07% of the portfolio, ranked #234.
Raymond James & Associates first reported a position in EFX in Q2 2013 and has held it in 46 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q3 2024.
- Raymond James & Associates held 403,226 shares of Equifax worth $118M as of Q3 2024.
- Raymond James & Associates bought 17,848 Equifax shares in Q3 2024, an estimated $5.03M.
- Equifax made up 0.07% of Raymond James & Associates's portfolio in Q3 2024, its #234 holding.
- Raymond James & Associates first reported a position in Equifax in Q2 2013 and has held it in 46 quarters since.
- 835 funds tracked by Wall St. Rank held Equifax as of Q3 2024.
Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.