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Sugar Maple Asset Management’s Equifax EFX Stock Holding History

Sugar Maple Asset 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
Q1 		– Sell
-1
Closed -$255 – 185
2024
Q4 		$255 Buy
+1
New +$268 ﹤0.01% 419

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T. Rowe Price Associates
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State Street
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Harris Associates
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugar Maple Asset Management's EFX Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Equifax (EFX) in Q1 2025, closing a stake of 1 share — an estimated $255 sold.

Sugar Maple Asset Management first reported a position in EFX in Q4 2024 and held it in 1 quarter. The position peaked at $255 in Q4 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 1 Equifax share in Q1 2025, an estimated $255.
  • Sugar Maple Asset Management first reported a position in Equifax in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Equifax position peaked at $255 in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.