Cresset Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
3,425
-1,344
| -28% | -$349K | ﹤0.01% | 809 |
|
|
2025
Q1 | $1.16M | Sell |
4,769
-2,330
| -33% | -$568K | 0.01% | 711 |
|
|
2024
Q4 | $1.81M | Sell |
7,099
-8,886
| -56% | -$2.26M | 0.01% | 568 |
|
|
2024
Q3 | $4.7M | Buy |
15,985
+560
| +4% | +$165K | 0.02% | 457 |
|
|
2024
Q2 | $3.74M | Buy |
15,425
+2,281
| +17% | +$553K | 0.02% | 481 |
|
|
2024
Q1 | $3.52M | Buy |
13,144
+6,140
| +88% | +$1.64M | 0.02% | 436 |
|
|
2023
Q4 | $1.73M | Sell |
7,004
-160
| -2% | -$39.6K | 0.01% | 643 |
|
|
2023
Q3 | $1.31M | Sell |
7,164
-75
| -1% | -$13.7K | 0.01% | 688 |
|
|
2023
Q2 | $1.7M | Buy |
7,239
+3,430
| +90% | +$807K | ﹤0.01% | 573 |
|
|
2023
Q1 | $773K | Buy |
+3,809
| New | +$773K | 0.02% | 391 |
|
|
2022
Q4 | – | Sell |
-4,028
| Closed | -$691K | – | 785 |
|
|
2022
Q3 | $691K | Buy |
4,028
+139
| +4% | +$23.8K | 0.01% | 429 |
|
|
2022
Q2 | $711K | Buy |
3,889
+2,495
| +179% | +$456K | 0.01% | 458 |
|
|
2022
Q1 | $330K | Sell |
1,394
-243
| -15% | -$57.5K | ﹤0.01% | 743 |
|
|
2021
Q4 | $479K | Buy |
1,637
+242
| +17% | +$70.8K | ﹤0.01% | 712 |
|
|
2021
Q3 | $354K | Sell |
1,395
-1,717
| -55% | -$436K | ﹤0.01% | 770 |
|
|
2021
Q2 | $745K | Buy |
+3,112
| New | +$745K | 0.01% | 437 |
|
|
2019
Q2 | – | Sell |
-291
| Closed | -$34K | – | 813 |
|
|
2019
Q1 | $34K | Buy |
291
+220
| +310% | +$25.7K | ﹤0.01% | 891 |
|
|
2018
Q4 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 925 |
|