Ridgewood Investments’s Equifax EFX Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-166	Closed	-$43.1K	–	347
2025 Q2	$43.1K	Sell	166 -6	-3%	-$1.53K	0.02%	350
2025 Q1	$41.9K	Hold	172	–	–	0.02%	339
2024 Q4	$43.8K	Hold	172	–	–	0.02%	328
2024 Q3	$50.5K	Sell	172 -2	-1%	-$564	0.03%	312
2024 Q2	$42.2K	Buy	+174	New	+$41.5K	0.02%	340
2023 Q3	–	Sell	-53	Closed	-$12.5K	–	343
2023 Q2	$12.5K	Hold	53	–	–	0.01%	492
2023 Q1	$10.8K	Buy	+53	New	+$11K	0.01%	507
2017 Q4	–	Sell	-2,754	Closed	-$292K	–	147
2017 Q3	$292K	Hold	2,754	–	–	0.28%	105
2017 Q2	$378K	Hold	2,754	–	–	0.38%	76
2017 Q1	$377K	Hold	2,754	–	–	0.41%	65
2016 Q4	$325K	Buy	+2,754	New	+$337K	0.38%	71

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ridgewood Investments's EFX Position: Q3 2025 in Review

Ridgewood Investments sold out of Equifax (EFX) in Q3 2025, closing a stake of 166 shares — an estimated $43.1K sold.

Ridgewood Investments first reported a position in EFX in Q4 2016 and held it in 11 quarters. The position peaked at $378K in Q2 2017. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Ridgewood Investments reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 166 Equifax shares in Q3 2025, an estimated $43.1K.
Ridgewood Investments first reported a position in Equifax in Q4 2016 and held it in 11 quarters.
Ridgewood Investments's Equifax position peaked at $378K in Q2 2017.
857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.