Fundsmith LLP’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-235,505
| Closed | -$57.4M | – | 41 |
|
|
2025
Q1 | $57.4M | Sell |
235,505
-127,823
| -35% | -$31.1M | 0.26% | 34 |
|
|
2024
Q4 | $92.6M | Hold |
363,328
| – | – | 0.39% | 26 |
|
|
2024
Q3 | $107M | Sell |
363,328
-95,059
| -21% | -$27.9M | 0.42% | 24 |
|
|
2024
Q2 | $111M | Sell |
458,387
-14,418
| -3% | -$3.5M | 0.45% | 23 |
|
|
2024
Q1 | $126M | Sell |
472,805
-12,764
| -3% | -$3.41M | 0.5% | 22 |
|
|
2023
Q4 | $120M | Sell |
485,569
-6,337
| -1% | -$1.57M | 0.5% | 24 |
|
|
2023
Q3 | $90.1M | Sell |
491,906
-3,395
| -0.7% | -$622K | 0.41% | 27 |
|
|
2023
Q2 | $117M | Hold |
495,301
| – | – | 0.49% | 24 |
|
|
2023
Q1 | $100M | Hold |
495,301
| – | – | 0.43% | 28 |
|
|
2022
Q4 | $96.3M | Sell |
495,301
-549
| -0.1% | -$107K | 0.44% | 26 |
|
|
2022
Q3 | $85M | Buy |
495,850
+5,737
| +1% | +$983K | 0.4% | 30 |
|
|
2022
Q2 | $89.6M | Sell |
490,113
-4,572
| -0.9% | -$836K | 0.4% | 27 |
|
|
2022
Q1 | $117M | Sell |
494,685
-188,546
| -28% | -$44.7M | 0.4% | 29 |
|
|
2021
Q4 | $200M | Buy |
683,231
+1,477
| +0.2% | +$432K | 0.49% | 22 |
|
|
2021
Q3 | $173M | Buy |
681,754
+2,439
| +0.4% | +$618K | 0.48% | 22 |
|
|
2021
Q2 | $163M | Buy |
679,315
+3,723
| +0.6% | +$892K | 0.45% | 22 |
|
|
2021
Q1 | $122M | Buy |
675,592
+2,834
| +0.4% | +$513K | 0.39% | 25 |
|
|
2020
Q4 | $130M | Buy |
672,758
+95,979
| +17% | +$18.5M | 0.43% | 23 |
|
|
2020
Q3 | $90.5M | Hold |
576,779
| – | – | 0.35% | 24 |
|
|
2020
Q2 | $99.1M | Buy |
576,779
+8,657
| +2% | +$1.49M | 0.43% | 20 |
|
|
2020
Q1 | $67.9M | Sell |
568,122
-86,166
| -13% | -$10.3M | 0.38% | 24 |
|
|
2019
Q4 | $91.7M | Buy |
654,288
+33,467
| +5% | +$4.69M | 0.43% | 19 |
|
|
2019
Q3 | $87.3M | Hold |
620,821
| – | – | 0.45% | 17 |
|
|
2019
Q2 | $84M | Buy |
620,821
+42,310
| +7% | +$5.72M | 0.44% | 18 |
|
|
2019
Q1 | $68.6M | Buy |
578,511
+50,764
| +10% | +$6.02M | 0.39% | 17 |
|
|
2018
Q4 | $49.1M | Buy |
+527,747
| New | +$49.1M | 0.31% | 20 |
|