Rockland Trust’s Equifax EFX Stock Holding History

Rockland Trust’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 Q3	–	Sell	-7,200	Closed	-$1.75M	–	290
2024 Q2	$1.75M	Hold	7,200	–	–	0.09%	103
2024 Q1	$1.93M	Hold	7,200	–	–	0.1%	97
2023 Q4	$1.78M	Hold	7,200	–	–	0.1%	104
2023 Q3	$1.32M	Hold	7,200	–	–	0.08%	115
2023 Q2	$1.69M	Hold	7,200	–	–	0.1%	106
2023 Q1	$1.46M	Hold	7,200	–	–	0.09%	112
2022 Q4	$1.4M	Hold	7,200	–	–	0.09%	125
2022 Q3	$1.23M	Hold	7,200	–	–	0.09%	117
2022 Q2	$1.32M	Hold	7,200	–	–	0.09%	117
2022 Q1	$1.71M	Hold	7,200	–	–	0.11%	108
2021 Q4	$2.11M	Hold	7,200	–	–	0.13%	102
2021 Q3	$1.82M	Hold	7,200	–	–	0.13%	101
2021 Q2	$1.72M	Hold	7,200	–	–	0.12%	101
2021 Q1	$1.3M	Hold	7,200	–	–	0.09%	119
2020 Q4	$1.39M	Hold	7,200	–	–	0.11%	112
2020 Q3	$1.13M	Hold	7,200	–	–	0.1%	120
2020 Q2	$1.24M	Hold	7,200	–	–	0.11%	108
2020 Q1	$860K	Hold	7,200	–	–	0.09%	123
2019 Q4	$1.01M	Hold	7,200	–	–	0.08%	137
2019 Q3	$983K	Buy	+7,200	New	+$1.01M	0.09%	138

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Rockland Trust's EFX Position: Q3 2024 in Review

Rockland Trust sold out of Equifax (EFX) in Q3 2024, closing a stake of 7,200 shares — an estimated $1.75M sold.

Rockland Trust first reported a position in EFX in Q3 2019 and held it in 20 quarters. The position peaked at $2.11M in Q4 2021. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

Rockland Trust reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
Rockland Trust sold 7,200 Equifax shares in Q3 2024, an estimated $1.75M.
Rockland Trust first reported a position in Equifax in Q3 2019 and held it in 20 quarters.
Rockland Trust's Equifax position peaked at $2.11M in Q4 2021.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Rockland Trust's 13F filing for Q3 2024, filed 3 Oct 2024.