Barrett Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $783K | Hold |
3,306
| – | – | 0.03% | 124 |
|
|
2021
Q4 | $968K | Buy |
3,306
+6
| +0.2% | +$1.67K | 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% | -$53.4K | 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% | +$36K | 0.03% | 117 |
|
|
2017
Q4 | $413K | Hold |
3,500
| – | – | 0.03% | 122 |
|
|
2017
Q3 | $371K | Sell |
3,500
-2,000
| -36% | -$264K | 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% | -$306K | 0.05% | 102 |
|
|
2016
Q3 | $1.08M | Hold |
8,000
| – | – | 0.09% | 90 |
|
|
2016
Q2 | $1.03M | Sell |
8,000
-300
| -4% | -$36.3K | 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% | +$29.3K | 0.07% | 102 |
|
|
2015
Q1 | $744K | Sell |
8,000
-750
| -9% | -$66.6K | 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% | +$48.8K | 0.05% | 109 |
|
|
2013
Q3 | $479K | Hold |
8,000
| – | – | 0.05% | 118 |
|
|
2013
Q2 | $471K | Buy |
+8,000
| New | +$483K | 0.05% | 120 |
|
Other funds holding EFX
GIM
Barrett Asset Management's EFX Position: Q1 2022 in Review
Barrett Asset Management held its Equifax (EFX) position steady in Q1 2022 at 3,306 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #124.
Barrett Asset Management first reported a position in EFX in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.08M in Q3 2016. 697 funds tracked by Wall St. Rank hold EFX as of Q1 2022.
- Barrett Asset Management held 3,306 shares of Equifax worth $783K as of Q1 2022.
- Barrett Asset Management left its Equifax share count unchanged in Q1 2022.
- Equifax made up 0.03% of Barrett Asset Management's portfolio in Q1 2022, its #124 holding.
- Barrett Asset Management first reported a position in Equifax in Q2 2013 and has held it in 36 quarters since.
- Barrett Asset Management's Equifax position peaked at $1.08M in Q3 2016.
- 697 funds tracked by Wall St. Rank held Equifax as of Q1 2022.
Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.