Symmetry Partners’s Equifax EFX Stock Holding History

Symmetry Partners’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	–	Sell	-1,336	Closed	-$324K	–	221
2024 Q2	$324K	Hold	1,336	–	–	0.02%	388
2024 Q1	$357K	Hold	1,336	–	–	0.03%	376
2023 Q4	$333K	Hold	1,336	–	–	0.02%	370
2023 Q3	$245K	Sell	1,336 -389	-23%	-$79.4K	0.01%	464
2023 Q2	$406K	Hold	1,725	–	–	0.02%	394
2023 Q1	$350K	Hold	1,725	–	–	0.02%	422
2022 Q4	$335K	Hold	1,725	–	–	0.02%	440
2022 Q3	$296K	Hold	1,725	–	–	0.02%	449
2022 Q2	$315K	Hold	1,725	–	–	0.02%	451
2022 Q1	$409K	Hold	1,725	–	–	0.03%	426
2021 Q4	$505K	Hold	1,725	–	–	0.03%	387
2021 Q3	$446K	Hold	1,725	–	–	0.03%	451
2021 Q2	$413K	Hold	1,725	–	–	0.03%	488
2021 Q1	$312K	Sell	1,725 -395	-19%	-$69.8K	0.02%	545
2020 Q4	$409K	Sell	2,120 -44	-2%	-$7.4K	0.03%	436
2020 Q3	$340K	Buy	+2,164	New	+$354K	0.03%	444

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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