SEC
EFX icon

Seven Eight Capital’s Equifax EFX Stock Holding History

Seven Eight 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
Q3 		– Sell
-1,531
Closed -$371K – 774
2024
Q2 		$371K Sell
1,531
-4,397
-74% -$1.05M 0.04% 571
2024
Q1 		$1.59M Sell
5,928
-627
-10% -$160K 0.17% 192
2023
Q4 		$1.62M Sell
6,555
-2,635
-29% -$534K 0.19% 158
2023
Q3 		$1.68M Buy
+9,190
New +$1.88M 0.2% 140
2023
Q2 		– Sell
-3,668
Closed -$744K – 543
2023
Q1 		$744K Buy
+3,668
New +$764K 0.16% 181
2022
Q4 		– Sell
-8,335
Closed -$1.43M – 471
2022
Q3 		$1.43M Buy
+8,335
New +$1.63M 0.29% 99
2021
Q4 		– Sell
-6,600
Closed -$1.67M – 526
2021
Q3 		$1.67M Sell
6,600
-1,400
-18% -$364K 0.16% 209
2021
Q2 		$1.92M Sell
8,000
-12,200
-60% -$2.73M 0.27% 113
2021
Q1 		$3.9M Hold
20,200
– – 0.9% 8
2020
Q4 		$3.9M Buy
20,200
+13,400
+197% +$2.25M 0.89% 8
2020
Q3 		$1.07M Buy
+6,800
New +$1.11M 0.23% 149
2018
Q2 		– Sell
-5,400
Closed -$636K – 496
2018
Q1 		$636K Buy
+5,400
New +$648K 0.05% 255
2017
Q3 		– Sell
-600
Closed -$82K – 497
2017
Q2 		$82K Buy
+600
New +$82.4K 0.01% 449
2017
Q1 		– Sell
-2,300
Closed -$272K – 559
2016
Q4 		$272K Buy
+2,300
New +$281K 0.05% 371
2015
Q4 		– Sell
-1,500
Closed -$146K – 584
2015
Q3 		$146K Buy
1,500
+1,100
+275% +$109K 0.13% 233
2015
Q2 		$39K Sell
400
-1,500
-79% -$146K 0.05% 364
2015
Q1 		$177K Buy
1,900
+900
+90% +$79.9K 0.29% 117
2014
Q4 		$81K Sell
1,000
-600
-38% -$46.4K 0.13% 216
2014
Q3 		$120K Sell
1,600
-5,400
-77% -$411K 0.09% 293
2014
Q2 		$508K Buy
+7,000
New +$491K 0.49% 48
2014
Q1 		– Sell
-2,500
Closed -$173K – 337
2013
Q4 		$173K Buy
+2,500
New +$163K 0.19% 162

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's EFX Position: Q3 2024 in Review

Seven Eight Capital sold out of Equifax (EFX) in Q3 2024, closing a stake of 1,531 shares — an estimated $371K sold.

Seven Eight Capital first reported a position in EFX in Q4 2013 and held it in 21 quarters. The position peaked at $3.9M in Q1 2021. 834 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Seven Eight Capital reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 1,531 Equifax shares in Q3 2024, an estimated $371K.
  • Seven Eight Capital first reported a position in Equifax in Q4 2013 and held it in 21 quarters.
  • Seven Eight Capital's Equifax position peaked at $3.9M in Q1 2021.
  • 834 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.