Everence Capital 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 | $327K | Sell |
1,260
-1,820
| -59% | -$472K | 0.02% | 547 |
|
|
2025
Q1 | $750K | Buy |
3,080
+220
| +8% | +$53.6K | 0.05% | 277 |
|
|
2024
Q4 | $729K | Buy |
2,860
+1,470
| +106% | +$375K | 0.05% | 280 |
|
|
2024
Q3 | $408K | Buy |
+1,390
| New | +$408K | 0.03% | 482 |
|
|
2022
Q4 | – | Sell |
-2,580
| Closed | -$442K | – | 759 |
|
|
2022
Q3 | $442K | Hold |
2,580
| – | – | 0.04% | 379 |
|
|
2022
Q2 | $472K | Hold |
2,580
| – | – | 0.04% | 358 |
|
|
2022
Q1 | $612K | Hold |
2,580
| – | – | 0.05% | 322 |
|
|
2021
Q4 | $755K | Buy |
+2,580
| New | +$755K | 0.06% | 285 |
|
|
2020
Q3 | – | Sell |
-2,310
| Closed | -$355K | – | 696 |
|
|
2020
Q2 | $355K | Hold |
2,310
| – | – | 0.04% | 403 |
|
|
2020
Q1 | $276K | Hold |
2,310
| – | – | 0.04% | 408 |
|
|
2019
Q4 | $324K | Sell |
2,310
-2,464
| -52% | -$346K | 0.05% | 454 |
|
|
2019
Q3 | $672K | Hold |
4,774
| – | – | 0.11% | 200 |
|
|
2019
Q2 | $646K | Hold |
4,774
| – | – | 0.11% | 200 |
|
|
2019
Q1 | $566K | Buy |
4,774
+2,601
| +120% | +$308K | 0.1% | 217 |
|
|
2018
Q4 | $202K | Hold |
2,173
| – | – | 0.05% | 378 |
|
|
2018
Q3 | $284K | Hold |
2,173
| – | – | 0.06% | 329 |
|
|
2018
Q2 | $272K | Hold |
2,173
| – | – | 0.06% | 328 |
|
|
2018
Q1 | $256K | Hold |
2,173
| – | – | 0.06% | 335 |
|
|
2017
Q4 | $256K | Buy |
+2,173
| New | +$256K | 0.06% | 344 |
|
|
2016
Q4 | – | Sell |
-5,634
| Closed | -$758K | – | 321 |
|
|
2016
Q3 | $758K | Hold |
5,634
| – | – | 0.23% | 133 |
|
|
2016
Q2 | $723K | Hold |
5,634
| – | – | 0.22% | 130 |
|
|
2016
Q1 | $644K | Hold |
5,634
| – | – | 0.2% | 147 |
|
|
2015
Q4 | $627K | Buy |
+5,634
| New | +$627K | 0.2% | 147 |
|