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Sandler Capital Management’s Equifax EFX Stock Holding History

Sandler Capital Management’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
-3,067
Closed -$901K – 171
2024
Q3 		$901K Buy
+3,067
New +$865K 0.12% 124
2022
Q2 		– Sell
-17,610
Closed -$4.17M – 107
2022
Q1 		$4.17M Buy
+17,610
New +$4.15M 0.37% 78
2021
Q1 		– Sell
-50,000
Closed -$9.64M – 108
2020
Q4 		$9.64M Buy
+50,000
New +$8.41M 1.13% 38
2020
Q3 		– Sell
-30,000
Closed -$5.16M – 86
2020
Q2 		$5.16M Buy
+30,000
New +$4.44M 0.49% 64
2017
Q3 		– Sell
-39,500
Closed -$5.43M – 123
2017
Q2 		$5.43M Sell
39,500
-24,610
-38% -$3.38M 0.59% 65
2017
Q1 		$8.77M Buy
+64,110
New +$8.16M 0.6% 63
2016
Q4 		– Sell
-14,870
Closed -$2M – 159
2016
Q3 		$2M Sell
14,870
-17,130
-54% -$2.27M 0.25% 82
2016
Q2 		$4.11M Sell
32,000
-34,117
-52% -$4.13M 0.54% 69
2016
Q1 		$7.56M Sell
66,117
-64,760
-49% -$6.81M 0.92% 50
2015
Q4 		$14.6M Buy
130,877
+6,460
+5% +$698K 1.39% 17
2015
Q3 		$12.1M Buy
124,417
+71,787
+136% +$7.13M 1.4% 17
2015
Q2 		$5.11M Sell
52,630
-93,620
-64% -$9.13M 0.45% 96
2015
Q1 		$13.6M Buy
+146,250
New +$13M 0.84% 34

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sandler Capital Management's EFX Position: Q4 2024 in Review

Sandler Capital Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 3,067 shares — an estimated $901K sold.

Sandler Capital Management first reported a position in EFX in Q1 2015 and held it in 13 quarters. The position peaked at $14.6M in Q4 2015. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Sandler Capital Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Sandler Capital Management sold 3,067 Equifax shares in Q4 2024, an estimated $901K.
  • Sandler Capital Management first reported a position in Equifax in Q1 2015 and held it in 13 quarters.
  • Sandler Capital Management's Equifax position peaked at $14.6M in Q4 2015.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Sandler Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.