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Weatherly Asset Management’s Equifax EFX Stock Holding History

Weatherly 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
Q4 		– Sell
-796
Closed -$234K – 185
2024
Q3 		$234K Buy
+796
New +$225K 0.02% 167

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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

Weatherly Asset Management's EFX Position: Q4 2024 in Review

Weatherly Asset Management sold out of Equifax (EFX) in Q4 2024, closing a stake of 796 shares — an estimated $234K sold.

Weatherly Asset Management first reported a position in EFX in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Weatherly Asset Management reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Weatherly Asset Management sold 796 Equifax shares in Q4 2024, an estimated $234K.
  • Weatherly Asset Management first reported a position in Equifax in Q3 2024 and held it in 1 quarter.
  • Weatherly Asset Management's Equifax position peaked at $234K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Weatherly Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.