VAMG
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Voisard Asset Management Group’s Equifax EFX Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-2
Closed -$588 – 249
2024
Q3 		$588 Buy
+2
New +$564 ﹤0.01% 544

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
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Harris Associates
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Voisard Asset Management Group's EFX Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Equifax (EFX) in Q4 2024, closing a stake of 2 shares — an estimated $588 sold.

Voisard Asset Management Group first reported a position in EFX in Q3 2024 and held it in 1 quarter. The position peaked at $588 in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 2 Equifax shares in Q4 2024, an estimated $588.
  • Voisard Asset Management Group first reported a position in Equifax in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Equifax position peaked at $588 in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.