GIM
Generate Investment Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-86,282
| Closed | -$22M | – | 83 |
|
|
2024
Q4 | $22M | Buy |
86,282
+47,564
| +123% | +$12.1M | 1.54% | 20 |
|
|
2024
Q3 | $11.4M | Buy |
38,718
+9,437
| +32% | +$2.77M | 0.76% | 47 |
|
|
2024
Q2 | $7.1M | Sell |
29,281
-39,383
| -57% | -$9.55M | 0.42% | 61 |
|
|
2024
Q1 | $18.4M | Buy |
68,664
+34,319
| +100% | +$9.18M | 1.33% | 22 |
|
|
2023
Q4 | $8.49M | Buy |
+34,345
| New | +$8.49M | 0.73% | 51 |
|