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