Eaton Vance Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19.8M | Buy |
115,233
+5,809
| +5% | +$1.14M | 0.03% | 444 |
|
|
2022
Q2 | $20M | Buy |
109,424
+24,209
| +28% | +$4.84M | 0.03% | 457 |
|
|
2022
Q1 | $20.2M | Buy |
85,215
+650
| +0.8% | +$153K | 0.02% | 497 |
|
|
2021
Q4 | $24.8M | Buy |
84,565
+7,254
| +9% | +$2.02M | 0.03% | 429 |
|
|
2021
Q3 | $19.3M | Buy |
77,311
+8,044
| +12% | +$2.09M | 0.03% | 433 |
|
|
2021
Q2 | $16.6M | Buy |
69,267
+5,148
| +8% | +$1.15M | 0.02% | 491 |
|
|
2021
Q1 | $11.6M | Buy |
64,119
+488
| +0.8% | +$86.2K | 0.02% | 540 |
|
|
2020
Q4 | $12.3M | Buy |
63,631
+7,623
| +14% | +$1.28M | 0.02% | 499 |
|
|
2020
Q3 | $8.79M | Sell |
56,008
-953
| -2% | -$156K | 0.02% | 508 |
|
|
2020
Q2 | $9.79M | Sell |
56,961
-9
| -0% | -$1.33K | 0.02% | 459 |
|
|
2020
Q1 | $6.8M | Sell |
56,970
-4,350
| -7% | -$633K | 0.02% | 477 |
|
|
2019
Q4 | $8.59M | Sell |
61,320
-4,027
| -6% | -$558K | 0.02% | 490 |
|
|
2019
Q3 | $9.19M | Sell |
65,347
-1,094
| -2% | -$154K | 0.02% | 457 |
|
|
2019
Q2 | $8.98M | Sell |
66,441
-1,309
| -2% | -$164K | 0.02% | 451 |
|
|
2019
Q1 | $8.03M | Sell |
67,750
-2,035
| -3% | -$217K | 0.02% | 462 |
|
|
2018
Q4 | $6.5M | Sell |
69,785
-3,651
| -5% | -$389K | 0.02% | 459 |
|
|
2018
Q3 | $9.59M | Buy |
73,436
+14,209
| +24% | +$1.85M | 0.02% | 417 |
|
|
2018
Q2 | $7.41M | Sell |
59,227
-59,227
| -50% | -$7.02M | 0.02% | 451 |
|
|
2018
Q1 | $14M | Buy |
118,454
+59,227
| +100% | +$7.11M | 0.02% | 448 |
|
|
2017
Q4 | $6.98M | Buy |
59,227
+15
| +0% | +$1.69K | 0.02% | 443 |
|
|
2017
Q3 | $6.28M | Hold |
59,212
| – | – | 0.02% | 457 |
|
|
2017
Q2 | $8.14M | Hold |
59,212
| – | – | 0.02% | 404 |
|
|
2017
Q1 | $8.1M | Sell |
59,212
-1,418
| -2% | -$180K | 0.02% | 385 |
|
|
2016
Q4 | $7.17M | Hold |
60,630
| – | – | 0.02% | 366 |
|
|
2016
Q3 | $8.16M | Buy |
60,630
+3,205
| +6% | +$425K | 0.02% | 335 |
|
|
2016
Q2 | $7.37M | Hold |
57,425
| – | – | 0.02% | 359 |
|
|
2016
Q1 | $6.56M | Hold |
57,425
| – | – | 0.02% | 358 |
|
|
2015
Q4 | $6.39M | Buy |
57,425
+6,180
| +12% | +$668K | 0.02% | 368 |
|
|
2015
Q3 | $4.98M | Buy |
51,245
+22,991
| +81% | +$2.28M | 0.02% | 405 |
|
|
2015
Q2 | $2.74M | Sell |
28,254
-28,739
| -50% | -$2.8M | 0.01% | 490 |
|
|
2015
Q1 | $5.3M | Sell |
56,993
-46,698
| -45% | -$4.14M | 0.02% | 396 |
|
|
2014
Q4 | $8.38M | Sell |
103,691
-28,157
| -21% | -$2.18M | 0.02% | 327 |
|
|
2014
Q3 | $9.86M | Sell |
131,848
-31,002
| -19% | -$2.36M | 0.03% | 310 |
|
|
2014
Q2 | $11.8M | Sell |
162,850
-18,521
| -10% | -$1.3M | 0.03% | 282 |
|
|
2014
Q1 | $12.3M | Sell |
181,371
-2,879
| -2% | -$201K | 0.04% | 283 |
|
|
2013
Q4 | $12.7M | Sell |
184,250
-1,058
| -0.6% | -$68.8K | 0.04% | 277 |
|
|
2013
Q3 | $11.1M | Sell |
185,308
-4,142
| -2% | -$255K | 0.03% | 272 |
|
|
2013
Q2 | $11.2M | Buy |
+189,450
| New | +$11.4M | 0.03% | 259 |
|
Other funds holding EFX
GIM
Eaton Vance Management's EFX Position: Q3 2022 in Review
Eaton Vance Management increased its Equifax (EFX) stake by 5.3% in Q3 2022, buying an estimated $1.14M and bringing the position to 115,233 shares worth $19.8M. The position accounts for 0.03% of the portfolio, ranked #444.
Eaton Vance Management first reported a position in EFX in Q2 2013 and has held it in 38 quarters since. The position peaked at $24.8M in Q4 2021. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.
- Eaton Vance Management held 115,233 shares of Equifax worth $19.8M as of Q3 2022.
- Eaton Vance Management bought 5,809 Equifax shares in Q3 2022, an estimated $1.14M.
- Equifax made up 0.03% of Eaton Vance Management's portfolio in Q3 2022, its #444 holding.
- Eaton Vance Management first reported a position in Equifax in Q2 2013 and has held it in 38 quarters since.
- Eaton Vance Management's Equifax position peaked at $24.8M in Q4 2021.
- 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.
Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.