Chevy Chase Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
65,816
+503
| +0.8% | +$130K | 0.05% | 290 |
|
|
2025
Q1 | $15.9M | Sell |
65,313
-110
| -0.2% | -$26.8K | 0.05% | 297 |
|
|
2024
Q4 | $16.7M | Sell |
65,423
-1,302
| -2% | -$332K | 0.05% | 293 |
|
|
2024
Q3 | $19.6M | Sell |
66,725
-1,165
| -2% | -$342K | 0.06% | 271 |
|
|
2024
Q2 | $16.5M | Sell |
67,890
-787
| -1% | -$191K | 0.05% | 290 |
|
|
2024
Q1 | $18.4M | Sell |
68,677
-533
| -0.8% | -$143K | 0.06% | 278 |
|
|
2023
Q4 | $17.1M | Sell |
69,210
-192
| -0.3% | -$47.5K | 0.06% | 281 |
|
|
2023
Q3 | $12.7M | Sell |
69,402
-1,570
| -2% | -$288K | 0.05% | 306 |
|
|
2023
Q2 | $16.7M | Sell |
70,972
-635
| -0.9% | -$149K | 0.06% | 279 |
|
|
2023
Q1 | $14.5M | Buy |
71,607
+762
| +1% | +$155K | 0.06% | 304 |
|
|
2022
Q4 | $13.8M | Sell |
70,845
-4,394
| -6% | -$854K | 0.06% | 305 |
|
|
2022
Q3 | $12.9M | Buy |
75,239
+861
| +1% | +$148K | 0.06% | 313 |
|
|
2022
Q2 | $13.6M | Buy |
74,378
+528
| +0.7% | +$96.5K | 0.06% | 306 |
|
|
2022
Q1 | $17.5M | Buy |
73,850
+182
| +0.2% | +$43.2K | 0.06% | 290 |
|
|
2021
Q4 | $21.6M | Sell |
73,668
-1,638
| -2% | -$480K | 0.07% | 256 |
|
|
2021
Q3 | $19.1M | Sell |
75,306
-2,746
| -4% | -$696K | 0.07% | 267 |
|
|
2021
Q2 | $18.7M | Sell |
78,052
-4,194
| -5% | -$1M | 0.06% | 275 |
|
|
2021
Q1 | $14.9M | Sell |
82,246
-5,817
| -7% | -$1.05M | 0.05% | 327 |
|
|
2020
Q4 | $17M | Sell |
88,063
-2,497
| -3% | -$482K | 0.06% | 290 |
|
|
2020
Q3 | $14.2M | Sell |
90,560
-7,636
| -8% | -$1.2M | 0.06% | 301 |
|
|
2020
Q2 | $16.9M | Sell |
98,196
-5,232
| -5% | -$899K | 0.07% | 267 |
|
|
2020
Q1 | $12.4M | Buy |
103,428
+1,750
| +2% | +$209K | 0.06% | 294 |
|
|
2019
Q4 | $14.2M | Buy |
101,678
+231
| +0.2% | +$32.4K | 0.05% | 342 |
|
|
2019
Q3 | $14.3M | Buy |
101,447
+92
| +0.1% | +$12.9K | 0.06% | 325 |
|
|
2019
Q2 | $13.7M | Buy |
101,355
+202
| +0.2% | +$27.3K | 0.06% | 330 |
|
|
2019
Q1 | $12.7M | Buy |
101,153
+1,452
| +1% | +$183K | 0.05% | 345 |
|
|
2018
Q4 | $9.29M | Buy |
99,701
+366
| +0.4% | +$34.1K | 0.05% | 386 |
|
|
2018
Q3 | $13M | Sell |
99,335
-2,337
| -2% | -$305K | 0.05% | 347 |
|
|
2018
Q2 | $12.7M | Sell |
101,672
-298
| -0.3% | -$37.3K | 0.06% | 351 |
|
|
2018
Q1 | $12M | Sell |
101,970
-2,553
| -2% | -$301K | 0.05% | 370 |
|
|
2017
Q4 | $12.3M | Sell |
104,523
-1,253
| -1% | -$148K | 0.05% | 364 |
|
|
2017
Q3 | $11.2M | Buy |
105,776
+1,422
| +1% | +$151K | 0.05% | 371 |
|
|
2017
Q2 | $14.3M | Sell |
104,354
-62
| -0.1% | -$8.52K | 0.07% | 309 |
|
|
2017
Q1 | $14.3M | Buy |
104,416
+3,020
| +3% | +$413K | 0.07% | 304 |
|
|
2016
Q4 | $12M | Buy |
101,396
+745
| +0.7% | +$88.1K | 0.06% | 321 |
|
|
2016
Q3 | $13.5M | Sell |
100,651
-1,942
| -2% | -$261K | 0.07% | 291 |
|
|
2016
Q2 | $13.2M | Buy |
102,593
+1,253
| +1% | +$161K | 0.07% | 298 |
|
|
2016
Q1 | $11.6M | Buy |
101,340
+2,731
| +3% | +$312K | 0.07% | 318 |
|
|
2015
Q4 | $11M | Buy |
98,609
+2,759
| +3% | +$307K | 0.06% | 318 |
|
|
2015
Q3 | $9.32M | Buy |
95,850
+843
| +0.9% | +$81.9K | 0.06% | 345 |
|
|
2015
Q2 | $9.22M | Buy |
95,007
+909
| +1% | +$88.3K | 0.06% | 362 |
|
|
2015
Q1 | $8.75M | Buy |
94,098
+2,407
| +3% | +$224K | 0.05% | 379 |
|
|
2014
Q4 | $7.42M | Sell |
91,691
-1,757
| -2% | -$142K | 0.05% | 406 |
|
|
2014
Q3 | $6.99M | Buy |
93,448
+5,573
| +6% | +$417K | 0.05% | 410 |
|
|
2014
Q2 | $6.37M | Buy |
87,875
+363
| +0.4% | +$26.3K | 0.04% | 422 |
|
|
2014
Q1 | $5.95M | Sell |
87,512
-1,912
| -2% | -$130K | 0.04% | 424 |
|
|
2013
Q4 | $6.18M | Buy |
89,424
+3,741
| +4% | +$258K | 0.05% | 415 |
|
|
2013
Q3 | $5.13M | Buy |
85,683
+2,495
| +3% | +$149K | 0.04% | 429 |
|
|
2013
Q2 | $4.9M | Buy |
+83,188
| New | +$4.9M | 0.04% | 419 |
|