BAM
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 |
|