William Blair Investment Management’s Equifax EFX Stock Holding History

William Blair Investment 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
2023 Q1	–	Sell	-234,041	Closed	-$45.5M	–	402
2022 Q4	$45.5M	Sell	234,041 -132,951	-36%	-$24.3M	0.17%	123
2022 Q3	$62.9M	Sell	366,992 -130,097	-26%	-$25.5M	0.25%	113
2022 Q2	$90.9M	Buy	497,089 +32,631	+7%	+$6.53M	0.34%	101
2022 Q1	$110M	Buy	464,458 +71,206	+18%	+$16.8M	0.33%	100
2021 Q4	$115M	Buy	393,252 +74,613	+23%	+$20.8M	0.31%	106
2021 Q3	$80.7M	Sell	318,639 -5,865	-2%	-$1.52M	0.23%	116
2021 Q2	$77.7M	Buy	324,504 +20,466	+7%	+$4.57M	0.24%	123
2021 Q1	$55.1M	Sell	304,038 -17,314	-5%	-$3.06M	0.18%	135
2020 Q4	$62M	Sell	321,352 -44,813	-12%	-$7.53M	0.21%	121
2020 Q3	$57.5M	Sell	366,165 -7,161	-2%	-$1.17M	0.22%	116
2020 Q2	$64.2M	Buy	373,326 +90,144	+32%	+$13.4M	0.26%	113
2020 Q1	$33.8M	Buy	283,182 +513	+0.2%	+$74.6K	0.16%	137
2019 Q4	$39.6M	Sell	282,669 -51,955	-16%	-$7.2M	0.16%	136
2019 Q3	$47.1M	Sell	334,624 -25,535	-7%	-$3.6M	0.2%	119
2019 Q2	$48.7M	Sell	360,159 -60,453	-14%	-$7.58M	0.2%	121
2019 Q1	$49.8M	Buy	420,612 +73,312	+21%	+$7.83M	0.21%	121
2018 Q4	$32.3M	Sell	347,300 -465,388	-57%	-$49.5M	0.16%	139
2018 Q3	$106M	Buy	812,688 +270,882	+50%	+$35.3M	0.37%	90
2018 Q2	$67.8M	Sell	541,806 -242,167	-31%	-$28.7M	0.25%	121
2018 Q1	$92.4M	Sell	783,973 -32,925	-4%	-$3.95M	0.35%	90
2017 Q4	$96.3M	Sell	816,898 -267,005	-25%	-$30M	0.37%	94
2017 Q3	$115M	Sell	1,083,903 -66,998	-6%	-$8.86M	0.41%	80
2017 Q2	$158M	Sell	1,150,901 -154,162	-12%	-$21.2M	0.58%	55
2017 Q1	$178M	Buy	1,305,063 +650,550	+99%	+$82.8M	0.67%	48
2016 Q4	$77.4M	Sell	654,513 -207,173	-24%	-$25.3M	0.31%	112
2016 Q3	$116M	Sell	861,686 -246,368	-22%	-$32.7M	0.44%	75
2016 Q2	$142M	Sell	1,108,054 -221,505	-17%	-$26.8M	0.56%	66
2016 Q1	$152M	Sell	1,329,559 -125,034	-9%	-$13.2M	0.6%	58
2015 Q4	$162M	Sell	1,454,593 -32,833	-2%	-$3.55M	0.66%	49
2015 Q3	$145M	Buy	+1,487,426	New	+$148M	0.3%	103

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management's EFX Position: Q1 2023 in Review

William Blair Investment Management sold out of Equifax (EFX) in Q1 2023, closing a stake of 234,041 shares — an estimated $45.5M sold.

William Blair Investment Management first reported a position in EFX in Q3 2015 and held it in 30 quarters. The position peaked at $178M in Q1 2017. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

William Blair Investment Management reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
William Blair Investment Management sold 234,041 Equifax shares in Q1 2023, an estimated $45.5M.
William Blair Investment Management first reported a position in Equifax in Q3 2015 and held it in 30 quarters.
William Blair Investment Management's Equifax position peaked at $178M in Q1 2017.
664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on William Blair Investment Management's 13F filing for Q1 2023, filed 12 May 2023.