WMS Partners’s Equifax EFX Stock Holding History

WMS Partners’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 Q1	–	Sell	-1,505	Closed	-$384K	–	83
2024 Q4	$384K	Buy	+1,505	New	+$403K	0.02%	216

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WMS Partners's EFX Position: Q1 2025 in Review

WMS Partners sold out of Equifax (EFX) in Q1 2025, closing a stake of 1,505 shares — an estimated $384K sold.

WMS Partners first reported a position in EFX in Q4 2024 and held it in 1 quarter. The position peaked at $384K in Q4 2024. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

WMS Partners reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,505 Equifax shares in Q1 2025, an estimated $384K.
WMS Partners first reported a position in Equifax in Q4 2024 and held it in 1 quarter.
WMS Partners's Equifax position peaked at $384K in Q4 2024.
810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.