Sierra Ocean’s Equifax EFX Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-25	Closed	-$6.5K	–	316
2025 Q2	$6.5K	Hold	25	–	–	﹤0.01%	543
2025 Q1	$6.11K	Sell	25 -37	-60%	-$9.3K	﹤0.01%	538
2024 Q4	$15.8K	Buy	+62	New	+$16.6K	0.01%	330

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sierra Ocean's EFX Position: Q3 2025 in Review

Sierra Ocean sold out of Equifax (EFX) in Q3 2025, closing a stake of 25 shares — an estimated $6.5K sold.

Sierra Ocean first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $15.8K in Q4 2024. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Sierra Ocean reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 25 Equifax shares in Q3 2025, an estimated $6.5K.
Sierra Ocean first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Equifax position peaked at $15.8K in Q4 2024.
857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.