Rovin Capital’s Equifax EFX Stock Holding History

Rovin Capital’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 Q2	–	Sell	-1,351	Closed	-$329K	–	191
2025 Q1	$329K	Buy	1,351 +165	+14%	+$41.5K	0.11%	142
2024 Q4	$302K	Sell	1,186 -305	-20%	-$81.7K	0.11%	132
2024 Q3	$438K	Sell	1,491 -1,084	-42%	-$306K	0.16%	111
2024 Q2	$624K	Sell	2,575 -83	-3%	-$19.8K	0.26%	78
2024 Q1	$711K	Buy	2,658 +171	+7%	+$43.5K	0.29%	66
2023 Q4	$615K	Buy	2,487 +390	+19%	+$79.1K	0.28%	70
2023 Q3	$384K	Sell	2,097 -127	-6%	-$25.9K	0.18%	86
2023 Q2	$523K	Sell	2,224 -100	-4%	-$21K	0.23%	66
2023 Q1	$471K	Sell	2,324 -228	-9%	-$47.5K	0.22%	74
2022 Q4	$496K	Sell	2,552 -19	-0.7%	-$3.47K	0.25%	67
2022 Q3	$441K	Buy	2,571 +62	+2%	+$12.1K	0.25%	67
2022 Q2	$459K	Buy	2,509 +400	+19%	+$80.1K	0.31%	65
2022 Q1	$500K	Buy	2,109 +1,020	+94%	+$240K	0.27%	63
2021 Q4	$319K	Buy	+1,089	New	+$303K	0.15%	90

Other funds holding EFX

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 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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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