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Barrett Asset Management’s Equifax EFX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$783K Hold
3,306
0.03% 124
2021
Q4
$968K Buy
3,306
+6
+0.2% +$1.76K 0.04% 117
2021
Q3
$836K Hold
3,300
0.04% 116
2021
Q2
$790K Hold
3,300
0.04% 117
2021
Q1
$598K Hold
3,300
0.03% 121
2020
Q4
$636K Hold
3,300
0.03% 116
2020
Q3
$518K Hold
3,300
0.03% 116
2020
Q2
$567K Hold
3,300
0.04% 103
2020
Q1
$394K Hold
3,300
0.03% 106
2019
Q4
$462K Hold
3,300
0.03% 114
2019
Q3
$464K Hold
3,300
0.03% 109
2019
Q2
$446K Hold
3,300
0.03% 111
2019
Q1
$391K Sell
3,300
-500
-13% -$59.2K 0.03% 113
2018
Q4
$354K Hold
3,800
0.03% 115
2018
Q3
$496K Hold
3,800
0.03% 116
2018
Q2
$475K Hold
3,800
0.03% 114
2018
Q1
$448K Buy
3,800
+300
+9% +$35.4K 0.03% 117
2017
Q4
$413K Hold
3,500
0.03% 122
2017
Q3
$371K Sell
3,500
-2,000
-36% -$212K 0.03% 123
2017
Q2
$756K Hold
5,500
0.06% 98
2017
Q1
$752K Hold
5,500
0.06% 102
2016
Q4
$650K Sell
5,500
-2,500
-31% -$295K 0.05% 102
2016
Q3
$1.08M Hold
8,000
0.09% 90
2016
Q2
$1.03M Sell
8,000
-300
-4% -$38.5K 0.09% 91
2016
Q1
$949K Hold
8,300
0.08% 98
2015
Q4
$924K Hold
8,300
0.08% 98
2015
Q3
$807K Hold
8,300
0.07% 100
2015
Q2
$806K Buy
8,300
+300
+4% +$29.1K 0.07% 102
2015
Q1
$744K Sell
8,000
-750
-9% -$69.8K 0.06% 102
2014
Q4
$708K Hold
8,750
0.06% 115
2014
Q3
$654K Hold
8,750
0.05% 116
2014
Q2
$635K Hold
8,750
0.05% 114
2014
Q1
$595K Hold
8,750
0.05% 113
2013
Q4
$605K Buy
8,750
+750
+9% +$51.9K 0.05% 109
2013
Q3
$479K Hold
8,000
0.05% 118
2013
Q2
$471K Buy
+8,000
New +$471K 0.05% 120