VAM
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Veritas Asset Management’s Equifax EFX Stock Holding History

Veritas Asset Management’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
Q2 		– Sell
-656,305
Closed -$176M – 34
2024
Q1 		$176M Sell
656,305
-768,424
-54% -$196M 1.27% 18
2023
Q4 		$352M Sell
1,424,729
-364,146
-20% -$73.9M 2.54% 15
2023
Q3 		$328M Buy
1,788,875
+657,999
+58% +$134M 2.47% 17
2023
Q2 		$266M Buy
+1,130,876
New +$238M 1.85% 19

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Veritas Asset Management's EFX Position: Q2 2024 in Review

Veritas Asset Management sold out of Equifax (EFX) in Q2 2024, closing a stake of 656,305 shares — an estimated $176M sold.

Veritas Asset Management first reported a position in EFX in Q2 2023 and held it in 4 quarters. The position peaked at $352M in Q4 2023. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Veritas Asset Management reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Veritas Asset Management sold 656,305 Equifax shares in Q2 2024, an estimated $176M.
  • Veritas Asset Management first reported a position in Equifax in Q2 2023 and held it in 4 quarters.
  • Veritas Asset Management's Equifax position peaked at $352M in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Veritas Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.