Generation Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667M | Sell |
2,573,092
-228,233
| -8% | -$59.2M | 4.24% | 8 |
|
2025
Q1 | $682M | Buy |
2,801,325
+1,087,446
| +63% | +$265M | 4.12% | 8 |
|
2024
Q4 | $437M | Sell |
1,713,879
-349,077
| -17% | -$89M | 2.28% | 20 |
|
2024
Q3 | $606M | Sell |
2,062,956
-1,555,553
| -43% | -$457M | 2.83% | 17 |
|
2024
Q2 | $877M | Buy |
3,618,509
+305,288
| +9% | +$74M | 4.22% | 5 |
|
2024
Q1 | $886M | Sell |
3,313,221
-543,027
| -14% | -$145M | 4.05% | 5 |
|
2023
Q4 | $954M | Buy |
3,856,248
+298,846
| +8% | +$73.9M | 4.32% | 4 |
|
2023
Q3 | $652M | Sell |
3,557,402
-282,748
| -7% | -$51.8M | 3.43% | 11 |
|
2023
Q2 | $904M | Sell |
3,840,150
-339,539
| -8% | -$79.9M | 4.38% | 6 |
|
2023
Q1 | $848M | Sell |
4,179,689
-614,487
| -13% | -$125M | 4.51% | 8 |
|
2022
Q4 | $932M | Sell |
4,794,176
-22,901
| -0.5% | -$4.45M | 5.38% | 5 |
|
2022
Q3 | $826M | Buy |
4,817,077
+163,195
| +4% | +$28M | 4.9% | 6 |
|
2022
Q2 | $851M | Buy |
4,653,882
+240,094
| +5% | +$43.9M | 4.64% | 4 |
|
2022
Q1 | $1.05B | Buy |
4,413,788
+2,213,153
| +101% | +$525M | 4.79% | 7 |
|
2021
Q4 | $644M | Sell |
2,200,635
-641,569
| -23% | -$188M | 2.65% | 17 |
|
2021
Q3 | $720M | Sell |
2,842,204
-1,851,882
| -39% | -$469M | 2.99% | 14 |
|
2021
Q2 | $1.12B | Sell |
4,694,086
-2,185,518
| -32% | -$523M | 4.66% | 5 |
|
2021
Q1 | $1.25B | Buy |
6,879,604
+1,220,142
| +22% | +$221M | 5.22% | 2 |
|
2020
Q4 | $1.09B | Buy |
5,659,462
+3,609,565
| +176% | +$696M | 4.87% | 4 |
|
2020
Q3 | $322M | Buy |
2,049,897
+153,672
| +8% | +$24.1M | 1.71% | 25 |
|
2020
Q2 | $326M | Sell |
1,896,225
-316,127
| -14% | -$54.3M | 1.88% | 24 |
|
2020
Q1 | $264M | Sell |
2,212,352
-181,269
| -8% | -$21.7M | 1.88% | 22 |
|
2019
Q4 | $335M | Buy |
2,393,621
+170,169
| +8% | +$23.8M | 2.15% | 18 |
|
2019
Q3 | $313M | Sell |
2,223,452
-1,016,971
| -31% | -$143M | 2.15% | 22 |
|
2019
Q2 | $438M | Buy |
3,240,423
+680,935
| +27% | +$92.1M | 3.02% | 17 |
|
2019
Q1 | $303M | Buy |
+2,559,488
| New | +$303M | 2.22% | 21 |
|