Stevens Capital Management’s Equifax EFX Stock Holding History

Stevens 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
2025 Q3	–	Sell	-3,595	Closed	-$932K	–	281
2025 Q2	$932K	Buy	+3,595	New	+$914K	0.25%	76
2021 Q1	–	Sell	-1,453	Closed	-$280K	–	152
2020 Q4	$280K	Buy	+1,453	New	+$244K	0.14%	116
2018 Q2	–	Sell	-3,819	Closed	-$450K	–	828
2018 Q1	$450K	Buy	+3,819	New	+$459K	0.02%	534
2017 Q3	–	Sell	-9,684	Closed	-$1.33M	–	904
2017 Q2	$1.33M	Buy	+9,684	New	+$1.33M	0.05%	373
2016 Q2	–	Sell	-34,433	Closed	-$3.94M	–	953
2016 Q1	$3.94M	Buy	+34,433	New	+$3.62M	0.16%	192
2015 Q4	–	Sell	-15,911	Closed	-$1.55M	–	975
2015 Q3	$1.55M	Sell	15,911 -2,863	-15%	-$284K	0.07%	272
2015 Q2	$1.82M	Buy	18,774 +1,927	+11%	+$188K	0.07%	304
2015 Q1	$1.57M	Buy	+16,847	New	+$1.5M	0.06%	323
2014 Q4	–	Sell	-17,444	Closed	-$1.3M	–	1063
2014 Q3	$1.3M	Buy	17,444 +317	+2%	+$24.1K	0.04%	399
2014 Q2	$1.24M	Sell	17,127 -61,386	-78%	-$4.31M	0.03%	459
2014 Q1	$5.34M	Buy	78,513 +55,560	+242%	+$3.89M	0.14%	175
2013 Q4	$1.59M	Sell	22,953 -137,900	-86%	-$8.97M	0.05%	373
2013 Q3	$9.63M	Buy	160,853 +32,686	+26%	+$2.01M	0.28%	95
2013 Q2	$7.55M	Buy	+128,167	New	+$7.73M	0.25%	115

Other funds holding EFX

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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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