Gemmer Asset Management’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-119
Closed -$28K 393
2022
Q1
$28K Buy
119
+1
+0.8% +$235 ﹤0.01% 409
2021
Q4
$35K Hold
118
﹤0.01% 350
2021
Q3
$30K Buy
118
+3
+3% +$763 ﹤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% +$1.74K ﹤0.01% 373
2020
Q1
$13K Buy
105
+8
+8% +$990 ﹤0.01% 440
2019
Q4
$14K Hold
97
﹤0.01% 525
2019
Q3
$14K Buy
97
+21
+28% +$3.03K ﹤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% -$2.12K ﹤0.01% 760
2018
Q3
$13K Hold
99
﹤0.01% 569
2018
Q2
$12K Buy
99
+3
+3% +$364 ﹤0.01% 604
2018
Q1
$11K Buy
96
+20
+26% +$2.29K ﹤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 +$5K ﹤0.01% 865