Financial Engines Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,190
| Closed | -$889K | – | 295 |
|
|
2022
Q3 | $889K | Buy |
5,190
+396
| +8% | +$77.6K | ﹤0.01% | 165 |
|
|
2022
Q2 | $876K | Sell |
4,794
-224
| -4% | -$44.8K | ﹤0.01% | 167 |
|
|
2022
Q1 | $1.19M | Sell |
5,018
-1,653
| -25% | -$390K | ﹤0.01% | 148 |
|
|
2021
Q4 | $1.95M | Sell |
6,671
-4,029
| -38% | -$1.12M | 0.01% | 91 |
|
|
2021
Q3 | $2.71M | Buy |
+10,700
| New | +$2.78M | 0.01% | 75 |
|
|
2021
Q2 | – | Sell |
-5,948
| Closed | -$1.08M | – | 226 |
|
|
2021
Q1 | $1.08M | Sell |
5,948
-918
| -13% | -$162K | ﹤0.01% | 111 |
|
|
2020
Q4 | $1.32M | Buy |
6,866
+751
| +12% | +$126K | ﹤0.01% | 100 |
|
|
2020
Q3 | $959K | Sell |
6,115
-1,289
| -17% | -$211K | ﹤0.01% | 110 |
|
|
2020
Q2 | $1.27M | Buy |
7,404
+180
| +2% | +$26.7K | 0.01% | 91 |
|
|
2020
Q1 | $863K | Buy |
7,224
+150
| +2% | +$21.8K | ﹤0.01% | 102 |
|
|
2019
Q4 | $991K | Sell |
7,074
-2,163
| -23% | -$300K | ﹤0.01% | 95 |
|
|
2019
Q3 | $1.3M | Sell |
9,237
-3,043
| -25% | -$429K | 0.01% | 81 |
|
|
2019
Q2 | $1.66M | Buy |
12,280
+2,768
| +29% | +$347K | 0.01% | 75 |
|
|
2019
Q1 | $1.13M | Sell |
9,512
-1,744
| -15% | -$186K | 0.01% | 78 |
|
|
2018
Q4 | $1.05M | Sell |
11,256
-5,549
| -33% | -$591K | 0.01% | 76 |
|
|
2018
Q3 | $2.19M | Buy |
16,805
+153
| +0.9% | +$19.9K | 0.04% | 35 |
|
|
2018
Q2 | $2.08M | Buy |
16,652
+2,223
| +15% | +$263K | 0.05% | 36 |
|
|
2018
Q1 | $1.7M | Sell |
14,429
-1,633
| -10% | -$196K | 0.05% | 37 |
|
|
2017
Q4 | $1.89M | Sell |
16,062
-4,970
| -24% | -$559K | 0.05% | 35 |
|
|
2017
Q3 | $2.23M | Sell |
21,032
-808
| -4% | -$107K | 0.07% | 31 |
|
|
2017
Q2 | $3M | Buy |
21,840
+7,238
| +50% | +$993K | 0.14% | 25 |
|
|
2017
Q1 | $2M | Sell |
14,602
-1,025
| -7% | -$130K | 0.09% | 32 |
|
|
2016
Q4 | $1.85M | Sell |
15,627
-1,823
| -10% | -$223K | 0.09% | 30 |
|
|
2016
Q3 | $2.35M | Sell |
17,450
-6,297
| -27% | -$835K | 1.87% | 19 |
|
|
2016
Q2 | $3.05M | Buy |
23,747
+13,269
| +127% | +$1.61M | 2.56% | 13 |
|
|
2016
Q1 | $1.2M | Sell |
10,478
-104
| -1% | -$10.9K | 0.99% | 23 |
|
|
2015
Q4 | $1.18M | Sell |
10,582
-2,067
| -16% | -$223K | 0.94% | 22 |
|
|
2015
Q3 | $1.23M | Sell |
12,649
-8,556
| -40% | -$850K | 0.86% | 21 |
|
|
2015
Q2 | $2.06M | Buy |
21,205
+6,869
| +48% | +$670K | 1.22% | 20 |
|
|
2015
Q1 | $1.16M | Sell |
14,336
-16,661
| -54% | -$1.48M | 0.98% | 22 |
|
|
2014
Q4 | $2.51M | Buy |
30,997
+19,561
| +171% | +$1.51M | 2.14% | 15 |
|
|
2014
Q3 | $855K | Buy |
+11,436
| New | +$871K | 0.66% | 32 |
|
Other funds holding EFX
GIM
