Barrett Asset Management’s Equifax EFX Stock Holding History

Barrett Asset 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
2022 Q1	$783K	Hold
2021 Q4	$968K	Buy
2021 Q3	$836K	Hold
2021 Q2	$790K	Hold
2021 Q1	$598K	Hold
2020 Q4	$636K	Hold
2020 Q3	$518K	Hold
2020 Q2	$567K	Hold
2020 Q1	$394K	Hold
2019 Q4	$462K	Hold
2019 Q3	$464K	Hold
2019 Q2	$446K	Hold
2019 Q1	$391K	Sell
2018 Q4	$354K	Hold
2018 Q3	$496K	Hold
2018 Q2	$475K	Hold
2018 Q1	$448K	Buy
2017 Q4	$413K	Hold
2017 Q3	$371K	Sell
2017 Q2	$756K	Hold
2017 Q1	$752K	Hold
2016 Q4	$650K	Sell
2016 Q3	$1.08M	Hold
2016 Q2	$1.03M	Sell
2016 Q1	$949K	Hold
2015 Q4	$924K	Hold
2015 Q3	$807K	Hold
2015 Q2	$806K	Buy
2015 Q1	$744K	Sell
2014 Q4	$708K	Hold
2014 Q3	$654K	Hold
2014 Q2	$635K	Hold
2014 Q1	$595K	Hold
2013 Q4	$605K	Buy
2013 Q3	$479K	Hold
2013 Q2	$471K	Buy