Brown Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,655
| Closed | -$1.37M | – | 123 |
|
|
2024
Q3 | $1.37M | Sell |
4,655
-10,468
| -69% | -$2.95M | 0.03% | 69 |
|
|
2024
Q2 | $3.67M | Sell |
15,123
-98
| -0.6% | -$23.4K | 0.07% | 64 |
|
|
2024
Q1 | $4.07M | Sell |
15,221
-170
| -1% | -$43.3K | 0.07% | 66 |
|
|
2023
Q4 | $3.81M | Sell |
15,391
-190
| -1% | -$38.5K | 0.06% | 61 |
|
|
2023
Q3 | $2.85M | Hold |
15,581
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $3.67M | Buy |
15,581
+2,223
| +17% | +$468K | 0.05% | 65 |
|
|
2023
Q1 | $2.71M | Sell |
13,358
-97
| -0.7% | -$20.2K | 0.04% | 67 |
|
|
2022
Q4 | $2.62M | Sell |
13,455
-518
| -4% | -$94.7K | 0.04% | 64 |
|
|
2022
Q3 | $2.4M | Hold |
13,973
| – | – | 0.03% | 64 |
|
|
2022
Q2 | $2.55M | Hold |
13,973
| – | – | 0.03% | 63 |
|
|
2022
Q1 | $3.31M | Buy |
13,973
+330
| +2% | +$77.8K | 0.03% | 60 |
|
|
2021
Q4 | $4M | Buy |
13,643
+217
| +2% | +$60.4K | 0.03% | 60 |
|
|
2021
Q3 | $3.4M | Sell |
13,426
-217
| -2% | -$56.4K | 0.03% | 61 |
|
|
2021
Q2 | $3.27M | Buy |
13,643
+907
| +7% | +$203K | 0.02% | 64 |
|
|
2021
Q1 | $2.31M | Hold |
12,736
| – | – | 0.02% | 70 |
|
|
2020
Q4 | $2.46M | Buy |
12,736
+400
| +3% | +$67.3K | 0.02% | 70 |
|
|
2020
Q3 | $1.94M | Buy |
12,336
+334
| +3% | +$54.7K | 0.02% | 69 |
|
|
2020
Q2 | $2.06M | Buy |
12,002
+1,302
| +12% | +$193K | 0.02% | 67 |
|
|
2020
Q1 | $1.28M | Buy |
10,700
+150
| +1% | +$21.8K | 0.01% | 68 |
|
|
2019
Q4 | $1.48M | Sell |
10,550
-150
| -1% | -$20.8K | 0.01% | 70 |
|
|
2019
Q3 | $1.5M | Hold |
10,700
| – | – | 0.01% | 68 |
|
|
2019
Q2 | $1.45M | Hold |
10,700
| – | – | 0.01% | 72 |
|
|
2019
Q1 | $1.27M | Buy |
10,700
+3,880
| +57% | +$414K | 0.01% | 75 |
|
|
2018
Q4 | $635K | Sell |
6,820
-1,995
| -23% | -$212K | 0.01% | 94 |
|
|
2018
Q3 | $1.15M | Hold |
8,815
| – | – | 0.01% | 77 |
|
|
2018
Q2 | $1.1M | Buy |
8,815
+324
| +4% | +$38.4K | 0.01% | 74 |
|
|
2018
Q1 | $1M | Buy |
8,491
+1,665
| +24% | +$200K | 0.01% | 81 |
|
|
2017
Q4 | $805K | Hold |
6,826
| – | – | 0.01% | 91 |
|
|
2017
Q3 | $723K | Buy |
6,826
+1,472
| +27% | +$195K | 0.01% | 94 |
|
|
2017
Q2 | $736K | Buy |
5,354
+1,669
| +45% | +$229K | 0.01% | 93 |
|
|
2017
Q1 | $504K | Buy |
+3,685
| New | +$469K | 0.01% | 113 |
|
Other funds holding EFX
