Gemmer Asset 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
Q2 | – | Sell |
-119
| Closed | -$28K | – | 392 |
|
|
2022
Q1 | $28K | Buy |
119
+1
| +0.8% | +$236 | ﹤0.01% | 409 |
|
|
2021
Q4 | $35K | Hold |
118
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $30K | Buy |
118
+3
| +3% | +$780 | ﹤0.01% | 363 |
|
|
2021
Q2 | $28K | Hold |
115
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $21K | Hold |
115
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $22K | Hold |
115
| – | – | ﹤0.01% | 419 |
|
|
2020
Q3 | $18K | Hold |
115
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $20K | Buy |
115
+10
| +10% | +$1.48K | ﹤0.01% | 373 |
|
|
2020
Q1 | $13K | Buy |
105
+8
| +8% | +$1.16K | ﹤0.01% | 440 |
|
|
2019
Q4 | $14K | Hold |
97
| – | – | ﹤0.01% | 525 |
|
|
2019
Q3 | $14K | Buy |
97
+21
| +28% | +$2.96K | ﹤0.01% | 518 |
|
|
2019
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $9K | Hold |
76
| – | – | ﹤0.01% | 718 |
|
|
2018
Q4 | $7K | Sell |
76
-23
| -23% | -$2.45K | ﹤0.01% | 760 |
|
|
2018
Q3 | $13K | Hold |
99
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $12K | Buy |
99
+3
| +3% | +$356 | ﹤0.01% | 604 |
|
|
2018
Q1 | $11K | Buy |
96
+20
| +26% | +$2.4K | ﹤0.01% | 641 |
|
|
2017
Q4 | $9K | Hold |
76
| – | – | ﹤0.01% | 741 |
|
|
2017
Q3 | $8K | Hold |
76
| – | – | ﹤0.01% | 758 |
|
|
2017
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 634 |
|
|
2017
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 640 |
|
|
2016
Q4 | $9K | Hold |
76
| – | – | ﹤0.01% | 649 |
|
|
2016
Q3 | $10K | Hold |
76
| – | – | 0.01% | 582 |
|
|
2016
Q2 | $10K | Hold |
76
| – | – | 0.01% | 548 |
|
|
2016
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 614 |
|
|
2015
Q4 | $8K | Hold |
76
| – | – | ﹤0.01% | 616 |
|
|
2015
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 662 |
|
|
2015
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 694 |
|
|
2015
Q1 | $7K | Hold |
76
| – | – | ﹤0.01% | 757 |
|
|
2014
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 784 |
|
|
2014
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 780 |
|
|
2014
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 828 |
|
|
2014
Q1 | $5K | Buy |
+76
| New | +$5.32K | ﹤0.01% | 865 |
|
Other funds holding EFX
GIM
Gemmer Asset Management's EFX Position: Q2 2022 in Review
Gemmer Asset Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 119 shares — an estimated $28K sold.
Gemmer Asset Management first reported a position in EFX in Q1 2014 and held it in 33 quarters. The position peaked at $35K in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.
- Gemmer Asset Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 119 Equifax shares in Q2 2022, an estimated $28K.
- Gemmer Asset Management first reported a position in Equifax in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's Equifax position peaked at $35K in Q4 2021.
- 633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.