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Sterling Investment Counsel’s Equifax EFX Stock Holding History

Sterling Investment Counsel’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
-800
Closed -$235K – 140
2024
Q3 		$235K Buy
+800
New +$226K 0.08% 149
2024
Q2 		– Sell
-800
Closed -$214K – 170
2024
Q1 		$214K Buy
+800
New +$204K 0.1% 160

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

Sterling Investment Counsel's EFX Position: Q4 2024 in Review

Sterling Investment Counsel sold out of Equifax (EFX) in Q4 2024, closing a stake of 800 shares — an estimated $235K sold.

Sterling Investment Counsel first reported a position in EFX in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Sterling Investment Counsel reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Counsel sold 800 Equifax shares in Q4 2024, an estimated $235K.
  • Sterling Investment Counsel first reported a position in Equifax in Q1 2024 and held it in 2 quarters.
  • Sterling Investment Counsel's Equifax position peaked at $235K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Sterling Investment Counsel's 13F filing for Q4 2024, filed 22 Jan 2025.