T
EFX icon

TOBAM’s Equifax EFX Stock Holding History

TOBAM’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
Q1 		– Sell
-568
Closed -$140K – 383
2023
Q4 		$140K Buy
568
+154
+37% +$31.2K 0.01% 263
2023
Q3 		$76K Sell
414
-399
-49% -$81.5K 0.01% 302
2023
Q2 		$191K Hold
813
– – 0.01% 245
2023
Q1 		$165K Buy
813
+162
+25% +$33.7K 0.01% 250
2022
Q4 		$127K Hold
651
– – 0.01% 249
2022
Q3 		$112K Hold
651
– – 0.01% 265
2022
Q2 		$119K Hold
651
– – 0.01% 290
2022
Q1 		$154K Buy
651
+237
+57% +$55.8K 0.01% 263
2021
Q4 		$121K Hold
414
– – 0.01% 241
2021
Q3 		$105K Hold
414
– – ﹤0.01% 259
2021
Q2 		$99K Hold
414
– – ﹤0.01% 258
2021
Q1 		$75K Hold
414
– – ﹤0.01% 278
2020
Q4 		$80K Hold
414
– – ﹤0.01% 268
2020
Q3 		$65K Buy
+414
New +$67.8K ﹤0.01% 266
2019
Q3 		– Sell
-31,697
Closed -$4.29M – 124
2019
Q2 		$4.29M Sell
31,697
-45,303
-59% -$5.68M 0.24% 73
2019
Q1 		$9.13M Buy
77,000
+40,996
+114% +$4.38M 0.46% 63
2018
Q4 		$3.35M Buy
36,004
+9,974
+38% +$1.06M 0.16% 91
2018
Q3 		$3.4M Sell
26,030
-2,122
-8% -$276K 0.15% 104
2018
Q2 		$3.52M Sell
28,152
-10,524
-27% -$1.25M 0.15% 102
2018
Q1 		$4.56M Sell
38,676
-221
-0.6% -$26.5K 0.19% 96
2017
Q4 		$4.59M Buy
38,897
+27,704
+248% +$3.11M 0.2% 92
2017
Q3 		$1.19M Buy
+11,193
New +$1.48M 0.04% 130

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

TOBAM's EFX Position: Q1 2024 in Review

TOBAM sold out of Equifax (EFX) in Q1 2024, closing a stake of 568 shares — an estimated $140K sold.

TOBAM first reported a position in EFX in Q3 2017 and held it in 22 quarters. The position peaked at $9.13M in Q1 2019. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • TOBAM reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • TOBAM sold 568 Equifax shares in Q1 2024, an estimated $140K.
  • TOBAM first reported a position in Equifax in Q3 2017 and held it in 22 quarters.
  • TOBAM's Equifax position peaked at $9.13M in Q1 2019.
  • 769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on TOBAM's 13F filing for Q1 2024, filed 2 May 2024.