Valley National Advisers’s Equifax EFX Stock Holding History

Valley National Advisers’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	-38	Closed	-$9K	–	858
2024 Q2	$9K	Buy	38 +3	+9%	+$716	﹤0.01%	642
2024 Q1	$9K	Buy	35 +8	+30%	+$2.04K	﹤0.01%	660
2023 Q4	$6K	Buy	27 +12	+80%	+$2.43K	﹤0.01%	746
2023 Q3	$3K	Sell	15 -60	-80%	-$12.3K	﹤0.01%	763
2023 Q2	$18K	Buy	75 +4	+6%	+$842	﹤0.01%	519
2023 Q1	$14K	Buy	71 +9	+15%	+$1.87K	﹤0.01%	547
2022 Q4	$13K	Sell	62 -61	-50%	-$11.1K	﹤0.01%	542
2022 Q3	$20K	Buy	123 +34	+38%	+$6.66K	﹤0.01%	491
2022 Q2	$17K	Sell	89 -2	-2%	-$400	﹤0.01%	501
2022 Q1	$21K	Buy	91 +47	+107%	+$11.1K	﹤0.01%	499
2021 Q4	$13K	Buy	+44	New	+$12.2K	﹤0.01%	563
2018 Q3	–	Sell	-4	Closed	-$1K	–	701
2018 Q2	$1K	Buy	+4	New	+$474	﹤0.01%	607

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