Shelton Capital Management’s Equifax EFX Stock Holding History

Shelton 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	-729	Closed	-$214K	–	747
2024 Q3	$214K	Buy	+729	New	+$206K	0.01%	684
2022 Q1	–	Sell	-794	Closed	-$232K	–	827
2021 Q4	$232K	Hold	794	–	–	0.01%	713
2021 Q3	$201K	Buy	+794	New	+$206K	0.01%	774
2018 Q4	–	Sell	-1,770	Closed	-$231K	–	825
2018 Q3	$231K	Hold	1,770	–	–	0.01%	768
2018 Q2	$221K	Hold	1,770	–	–	0.01%	743
2018 Q1	$209K	Hold	1,770	–	–	0.01%	759
2017 Q4	$209K	Buy	+1,770	New	+$199K	0.01%	796
2017 Q3	–	Sell	-1,770	Closed	-$243K	–	845
2017 Q2	$243K	Hold	1,770	–	–	0.02%	706
2017 Q1	$242K	Hold	1,770	–	–	0.02%	693
2016 Q4	$209K	Hold	1,770	–	–	0.02%	813
2016 Q3	$238K	Sell	1,770 -1,411	-44%	-$187K	0.02%	666
2016 Q2	$408K	Sell	3,181 -2,189	-41%	-$265K	0.04%	442
2016 Q1	$614K	Buy	5,370 +100	+2%	+$10.5K	0.06%	311
2015 Q4	$587K	Buy	+5,270	New	+$569K	0.06%	309
2013 Q3	–	Sell	-4,970	Closed	-$293K	–	696
2013 Q2	$293K	Buy	+4,970	New	+$300K	0.05%	440

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

Shelton Capital Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 729 shares — an estimated $214K sold.

Shelton Capital Management first reported a position in EFX in Q2 2013 and held it in 15 quarters. The position peaked at $614K in Q1 2016. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

Shelton Capital Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
Shelton Capital Management sold 729 Equifax shares in Q4 2024, an estimated $214K.
Shelton Capital Management first reported a position in Equifax in Q2 2013 and held it in 15 quarters.
Shelton Capital Management's Equifax position peaked at $614K in Q1 2016.
849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

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