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SpiderRock Advisors’s Equifax EFX Stock Holding History

SpiderRock Advisors’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 		$3.74M Sell
12,742
-3,354
-21% -$946K 0.06% 207
2024
Q2 		$3.9M Buy
16,096
+6,133
+62% +$1.46M 0.08% 176
2024
Q1 		$2.54M Buy
+9,963
New +$2.54M 0.06% 218
2017
Q3 		– Hold
0
– – – 5
2017
Q1 		– Hold
0
– – – 873

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

SpiderRock Advisors's EFX Position: Q3 2024 in Review

SpiderRock Advisors reduced its Equifax (EFX) stake by 21% in Q3 2024, selling an estimated $946K and leaving 12,742 shares worth $3.74M. The position accounts for 0.06% of the portfolio, ranked #207.

SpiderRock Advisors first reported a position in EFX in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.9M in Q2 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • SpiderRock Advisors held 12,742 shares of Equifax worth $3.74M as of Q3 2024.
  • SpiderRock Advisors sold 3,354 Equifax shares in Q3 2024, an estimated $946K.
  • Equifax made up 0.06% of SpiderRock Advisors's portfolio in Q3 2024, its #207 holding.
  • SpiderRock Advisors first reported a position in Equifax in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Equifax position peaked at $3.9M in Q2 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.