The Family Firm’s Equifax EFX Stock Holding History

The Family Firm’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	-545	Closed	-$132K	–	380
2024 Q2	$132K	Buy	+545	New	+$130K	0.03%	242

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

The Family Firm's EFX Position: Q3 2024 in Review

The Family Firm sold out of Equifax (EFX) in Q3 2024, closing a stake of 545 shares — an estimated $132K sold.

The Family Firm first reported a position in EFX in Q2 2024 and held it in 1 quarter. The position peaked at $132K in Q2 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

The Family Firm reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 545 Equifax shares in Q3 2024, an estimated $132K.
The Family Firm first reported a position in Equifax in Q2 2024 and held it in 1 quarter.
The Family Firm's Equifax position peaked at $132K in Q2 2024.
835 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.