Wendell David Associates’s Equifax EFX Stock Holding History

Wendell David Associates’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
2025 Q2	–	Sell	-1,212	Closed	-$295K	–	149
2025 Q1	$295K	Hold	1,212	–	–	0.03%	139
2024 Q4	$309K	Hold	1,212	–	–	0.03%	139
2024 Q3	$356K	Hold	1,212	–	–	0.03%	138
2024 Q2	$294K	Hold	1,212	–	–	0.03%	142
2024 Q1	$324K	Buy	1,212 +12	+1%	+$3.05K	0.03%	139
2023 Q4	$297K	Hold	1,200	–	–	0.03%	142
2023 Q3	$220K	Sell	1,200 -20	-2%	-$4.08K	0.03%	149
2023 Q2	$287K	Buy	1,220 +20	+2%	+$4.21K	0.03%	134
2023 Q1	$243K	Hold	1,200	–	–	0.03%	132
2022 Q4	$233K	Hold	1,200	–	–	0.03%	137
2022 Q3	$206K	Hold	1,200	–	–	0.03%	141
2022 Q2	$219K	Hold	1,200	–	–	0.03%	145
2022 Q1	$285K	Hold	1,200	–	–	0.03%	139
2021 Q4	$351K	Hold	1,200	–	–	0.04%	129
2021 Q3	$304K	Hold	1,200	–	–	0.03%	135
2021 Q2	$287K	Hold	1,200	–	–	0.03%	138
2021 Q1	$217K	Hold	1,200	–	–	0.03%	146
2020 Q4	$231K	Buy	+1,200	New	+$202K	0.03%	140
2020 Q3	–	Sell	-1,200	Closed	-$206K	–	146
2020 Q2	$206K	Buy	+1,200	New	+$178K	0.03%	138

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wendell David Associates's EFX Position: Q2 2025 in Review

Wendell David Associates sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,212 shares — an estimated $295K sold.

Wendell David Associates first reported a position in EFX in Q2 2020 and held it in 19 quarters. The position peaked at $356K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Wendell David Associates reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Wendell David Associates sold 1,212 Equifax shares in Q2 2025, an estimated $295K.
Wendell David Associates first reported a position in Equifax in Q2 2020 and held it in 19 quarters.
Wendell David Associates's Equifax position peaked at $356K in Q3 2024.
863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Wendell David Associates's 13F filing for Q2 2025, filed 29 Jul 2025.