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Sherbrooke Park Advisers’s Equifax EFX Stock Holding History

Sherbrooke Park Advisers’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
-954
Closed -$280K – 875
2024
Q3 		$280K Buy
+954
New +$269K 0.06% 596
2023
Q4 		– Sell
-2,425
Closed -$444K – 532
2023
Q3 		$444K Sell
2,425
-175
-7% -$35.7K 0.14% 262
2023
Q2 		$612K Buy
+2,600
New +$547K 0.32% 124

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

Sherbrooke Park Advisers's EFX Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Equifax (EFX) in Q4 2024, closing a stake of 954 shares — an estimated $280K sold.

Sherbrooke Park Advisers first reported a position in EFX in Q2 2023 and held it in 3 quarters. The position peaked at $612K in Q2 2023. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 954 Equifax shares in Q4 2024, an estimated $280K.
  • Sherbrooke Park Advisers first reported a position in Equifax in Q2 2023 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Equifax position peaked at $612K in Q2 2023.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.