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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Partners's EFX Position: Q3 2024 in Review

Symmetry Partners sold out of Equifax (EFX) in Q3 2024, closing a stake of 1,336 shares — an estimated $324K sold.

Symmetry Partners first reported a position in EFX in Q3 2020 and held it in 16 quarters. The position peaked at $505K in Q4 2021. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

Symmetry Partners reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,336 Equifax shares in Q3 2024, an estimated $324K.
Symmetry Partners first reported a position in Equifax in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Equifax position peaked at $505K in Q4 2021.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.