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Scotia Capital’s Equifax EFX Stock Holding History

Scotia 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
2024
Q4 		– Sell
-735
Closed -$216K – 880
2024
Q3 		$216K Buy
+735
New +$207K ﹤0.01% 764
2024
Q2 		– Sell
-775
Closed -$207K – 842
2024
Q1 		$207K Buy
+775
New +$197K ﹤0.01% 759
2018
Q1 		– Sell
-12,711
Closed -$1.5M – 719
2017
Q4 		$1.5M Buy
12,711
+47
+0.4% +$5.28K 0.02% 343
2017
Q3 		$1.34M Buy
+12,664
New +$1.67M 0.02% 335
2016
Q4 		– Sell
-9,986
Closed -$1.34M – 820
2016
Q3 		$1.34M Buy
9,986
+69
+0.7% +$9.15K 0.02% 364
2016
Q2 		$1.28M Buy
9,917
+879
+10% +$106K 0.03% 349
2016
Q1 		$1.03M Buy
9,038
+897
+11% +$94.4K 0.02% 348
2015
Q4 		$907K Hold
8,141
– – 0.02% 435
2015
Q3 		$794K Buy
8,141
+1,241
+18% +$123K 0.02% 439
2015
Q2 		$666K Buy
+6,900
New +$673K 0.01% 486

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 $3.38T AUM 44.17% 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

Scotia Capital's EFX Position: Q4 2024 in Review

Scotia Capital sold out of Equifax (EFX) in Q4 2024, closing a stake of 735 shares — an estimated $216K sold.

Scotia Capital first reported a position in EFX in Q2 2015 and held it in 10 quarters. The position peaked at $1.5M in Q4 2017. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Scotia Capital reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Scotia Capital sold 735 Equifax shares in Q4 2024, an estimated $216K.
  • Scotia Capital first reported a position in Equifax in Q2 2015 and held it in 10 quarters.
  • Scotia Capital's Equifax position peaked at $1.5M in Q4 2017.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

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