Bridgewater Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,130
| Closed | -$1M | – | 817 |
|
|
2024
Q2 | $1M | Sell |
4,130
-3,977
| -49% | -$964K | 0.01% | 661 |
|
|
2024
Q1 | $2.17M | Buy |
8,107
+2,697
| +50% | +$722K | 0.01% | 486 |
|
|
2023
Q4 | $1.34M | Buy |
+5,410
| New | +$1.34M | 0.01% | 595 |
|
|
2023
Q1 | – | Sell |
-14,129
| Closed | -$2.75M | – | 776 |
|
|
2022
Q4 | $2.75M | Sell |
14,129
-19,636
| -58% | -$3.82M | 0.02% | 478 |
|
|
2022
Q3 | $5.79M | Sell |
33,765
-5,957
| -15% | -$1.02M | 0.03% | 358 |
|
|
2022
Q2 | $7.26M | Buy |
39,722
+12,595
| +46% | +$2.3M | 0.03% | 401 |
|
|
2022
Q1 | $6.43M | Buy |
27,127
+12,231
| +82% | +$2.9M | 0.03% | 400 |
|
|
2021
Q4 | $4.36M | Buy |
+14,896
| New | +$4.36M | 0.03% | 326 |
|
|
2020
Q3 | – | Sell |
-4,420
| Closed | -$760K | – | 460 |
|
|
2020
Q2 | $760K | Sell |
4,420
-2,214
| -33% | -$381K | 0.01% | 216 |
|
|
2020
Q1 | $792K | Buy |
+6,634
| New | +$792K | 0.02% | 229 |
|
|
2019
Q4 | – | Sell |
-10,539
| Closed | -$1.48M | – | 511 |
|
|
2019
Q3 | $1.48M | Sell |
10,539
-3,061
| -23% | -$431K | 0.01% | 213 |
|
|
2019
Q2 | $1.84M | Buy |
+13,600
| New | +$1.84M | 0.01% | 210 |
|
|
2017
Q4 | – | Sell |
-54,250
| Closed | -$5.75M | – | 273 |
|
|
2017
Q3 | $5.75M | Buy |
54,250
+52,415
| +2,856% | +$5.56M | 0.04% | 108 |
|
|
2017
Q2 | $252K | Buy |
+1,835
| New | +$252K | ﹤0.01% | 302 |
|
|
2016
Q3 | – | Sell |
-3,300
| Closed | -$424K | – | 332 |
|
|
2016
Q2 | $424K | Buy |
+3,300
| New | +$424K | 0.01% | 297 |
|
|
2015
Q4 | – | Sell |
-8,263
| Closed | -$803K | – | 315 |
|
|
2015
Q3 | $803K | Buy |
+8,263
| New | +$803K | 0.01% | 255 |
|
|
2015
Q2 | – | Sell |
-3,663
| Closed | -$341K | – | 339 |
|
|
2015
Q1 | $341K | Buy |
+3,663
| New | +$341K | ﹤0.01% | 267 |
|
|
2014
Q2 | – | Sell |
-3,763
| Closed | -$256K | – | 326 |
|
|
2014
Q1 | $256K | Buy |
+3,763
| New | +$256K | ﹤0.01% | 317 |
|
|
2013
Q3 | – | Sell |
-3,900
| Closed | -$230K | – | 339 |
|
|
2013
Q2 | $230K | Buy |
+3,900
| New | +$230K | ﹤0.01% | 310 |
|