Glenmede Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.21M | Buy |
13,161
+245
| +2% | +$59.7K | 0.02% | 483 |
|
|
2024
Q4 | $3.29M | Sell |
12,916
-46,481
| -78% | -$11.8M | 0.02% | 466 |
|
|
2024
Q3 | $17.5M | Sell |
59,397
-9
| -0% | -$2.65K | 0.08% | 246 |
|
|
2024
Q2 | $14.4M | Buy |
59,406
+259
| +0.4% | +$62.8K | 0.07% | 278 |
|
|
2024
Q1 | $15.8M | Sell |
59,147
-2,098
| -3% | -$561K | 0.08% | 263 |
|
|
2023
Q4 | $15.1M | Buy |
61,245
+183
| +0.3% | +$45.3K | 0.08% | 257 |
|
|
2023
Q3 | $11.2M | Buy |
61,062
+4,856
| +9% | +$890K | 0.06% | 314 |
|
|
2023
Q2 | $11.4M | Hold |
56,206
| – | – | 0.06% | 313 |
|
|
2023
Q1 | $11.4M | Buy |
56,206
+56
| +0.1% | +$11.4K | 0.06% | 313 |
|
|
2022
Q4 | $10.9M | Buy |
56,150
+2,591
| +5% | +$504K | 0.06% | 316 |
|
|
2022
Q3 | $9.18M | Sell |
53,559
-1,804
| -3% | -$309K | 0.06% | 338 |
|
|
2022
Q2 | $10.1M | Buy |
55,363
+1,103
| +2% | +$202K | 0.06% | 345 |
|
|
2022
Q1 | $12.9M | Buy |
54,260
+761
| +1% | +$180K | 0.06% | 340 |
|
|
2021
Q4 | $15.7M | Sell |
53,499
-45
| -0.1% | -$13.2K | 0.07% | 305 |
|
|
2021
Q3 | $13.6M | Sell |
53,544
-285
| -0.5% | -$72.2K | 0.07% | 308 |
|
|
2021
Q2 | $12.9M | Buy |
53,829
+2,258
| +4% | +$541K | 0.07% | 315 |
|
|
2021
Q1 | $9.34M | Buy |
51,571
+2,479
| +5% | +$449K | 0.05% | 338 |
|
|
2020
Q4 | $9.47M | Buy |
49,092
+208
| +0.4% | +$40.1K | 0.05% | 327 |
|
|
2020
Q3 | $7.67M | Buy |
48,884
+1,474
| +3% | +$231K | 0.05% | 336 |
|
|
2020
Q2 | $8.15M | Buy |
47,410
+671
| +1% | +$115K | 0.05% | 334 |
|
|
2020
Q1 | $6.55M | Hold |
46,739
| – | – | 0.03% | 415 |
|
|
2019
Q4 | $6.55M | Buy |
46,739
+247
| +0.5% | +$34.6K | 0.03% | 415 |
|
|
2019
Q3 | $6.54K | Sell |
46,492
-30,028
| -39% | -$4.22K | 0.03% | 403 |
|
|
2019
Q2 | $10.3K | Buy |
76,520
+235
| +0.3% | +$32 | 0.05% | 368 |
|
|
2019
Q1 | $9.04K | Sell |
76,285
-3,827
| -5% | -$453 | 0.04% | 385 |
|
|
2018
Q4 | $7.46K | Buy |
80,112
+410
| +0.5% | +$38 | 0.04% | 386 |
|
|
2018
Q3 | $10.4M | Sell |
79,702
-498
| -0.6% | -$65K | 0.04% | 375 |
|
|
2018
Q2 | $10M | Sell |
80,200
-2,919
| -4% | -$365K | 0.04% | 358 |
|
|
2018
Q1 | $9.8M | Hold |
83,119
| – | – | 0.04% | 373 |
|
|
2017
Q4 | $9.8M | Sell |
83,119
-164
| -0.2% | -$19.3K | 0.04% | 373 |
|
|
2017
Q3 | $8.83M | Sell |
83,283
-171,813
| -67% | -$18.2M | 0.04% | 378 |
|
|
2017
Q2 | $34.9M | Hold |
255,096
| – | – | 0.17% | 193 |
|
|
2017
Q1 | $34.9M | Buy |
255,096
+20
| +0% | +$2.74K | 0.17% | 193 |
|
|
2016
Q4 | $30.2M | Sell |
255,076
-2,615
| -1% | -$309K | 0.16% | 220 |
|
|
2016
Q3 | $34.7M | Buy |
257,691
+123,915
| +93% | +$16.7M | 0.2% | 160 |
|
|
2016
Q2 | $17.2M | Buy |
133,776
+14,111
| +12% | +$1.81M | 0.1% | 293 |
|
|
2016
Q1 | $13.7M | Buy |
119,665
+93,354
| +355% | +$10.7M | 0.09% | 310 |
|
|
2015
Q4 | $2.93M | Buy |
26,311
+50
| +0.2% | +$5.57K | 0.02% | 525 |
|
|
2015
Q3 | $2.55M | Buy |
26,261
+9,927
| +61% | +$964K | 0.02% | 543 |
|
|
2015
Q2 | $1.59M | Buy |
16,334
+9,300
| +132% | +$902K | 0.01% | 657 |
|
|
2015
Q1 | $654K | Sell |
7,034
-83,650
| -92% | -$7.78M | ﹤0.01% | 866 |
|
|
2014
Q4 | $7.33M | Sell |
90,684
-1,590
| -2% | -$129K | 0.06% | 388 |
|
|
2014
Q3 | $6.9M | Sell |
92,274
-2,586
| -3% | -$193K | 0.06% | 372 |
|
|
2014
Q2 | $6.88M | Buy |
94,860
+10
| +0% | +$725 | 0.06% | 366 |
|
|
2014
Q1 | $6.45M | Buy |
94,850
+2,700
| +3% | +$184K | 0.06% | 372 |
|
|
2013
Q4 | $6.37M | Sell |
92,150
-750
| -0.8% | -$51.8K | 0.07% | 348 |
|
|
2013
Q3 | $5.56M | Sell |
92,900
-64,180
| -41% | -$3.84M | 0.07% | 336 |
|
|
2013
Q2 | $9.25M | Buy |
+157,080
| New | +$9.25M | 0.12% | 192 |
|