Gratus Capital’s Equifax EFX Stock Holding History

Gratus Capital’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$737K	Hold	3,038	–	–	0.03%	207
2024 Q1	$813K	Sell	3,038 -137	-4%	-$36.6K	0.04%	182
2023 Q4	$785K	Hold	3,175	–	–	0.04%	149
2023 Q3	$582K	Sell	3,175 -60	-2%	-$11K	0.04%	159
2023 Q2	$761K	Sell	3,235 -1,396	-30%	-$328K	0.05%	149
2023 Q1	$939K	Buy	4,631 +3	+0.1%	+$609	0.07%	122
2022 Q4	$900K	Sell	4,628 -619	-12%	-$120K	0.07%	126
2022 Q3	$899K	Sell	5,247 -693	-12%	-$119K	0.1%	117
2022 Q2	$1.09M	Hold	5,940	–	–	0.12%	102
2022 Q1	$1.41M	Hold	5,940	–	–	0.13%	98
2021 Q4	$1.74M	Buy	5,940 +1,396	+31%	+$409K	0.16%	92
2021 Q3	$1.15M	Hold	4,544	–	–	0.12%	100
2021 Q2	$1.09M	Sell	4,544 -6,271	-58%	-$1.5M	0.12%	103
2021 Q1	$1.96M	Sell	10,815 -3,000	-22%	-$543K	0.24%	91
2020 Q4	$2.66M	Hold	13,815	–	–	0.36%	76
2020 Q3	$2.17M	Sell	13,815 -333	-2%	-$52.3K	0.34%	77
2020 Q2	$2.43M	Hold	14,148	–	–	0.41%	73
2020 Q1	$1.69M	Sell	14,148 -400	-3%	-$47.8K	0.32%	77
2019 Q4	$2.04M	Sell	14,548 -475	-3%	-$66.5K	0.31%	83
2019 Q3	$2.11M	Sell	15,023 -75	-0.5%	-$10.5K	0.34%	83
2019 Q2	$2.04M	Sell	15,098 -300	-2%	-$40.6K	0.33%	84
2019 Q1	$1.83M	Sell	15,398 -406	-3%	-$48.1K	0.31%	88
2018 Q4	$1.47M	Hold	15,804	–	–	0.3%	92
2018 Q3	$2.06M	Sell	15,804 -829	-5%	-$108K	0.28%	78
2018 Q2	$2.08M	Sell	16,633 -1,250	-7%	-$156K	0.31%	72
2018 Q1	$2.11M	Sell	17,883 -49	-0.3%	-$5.77K	0.3%	78
2017 Q4	$2.12M	Sell	17,932 -1,591	-8%	-$188K	0.27%	81
2017 Q3	$2.07M	Buy	19,523 +318	+2%	+$33.7K	0.29%	80
2017 Q2	$2.64M	Sell	19,205 -557	-3%	-$76.5K	0.38%	68
2017 Q1	$2.7M	Hold	19,762	–	–	0.39%	66
2016 Q4	$2.34M	Buy	19,762 +163	+0.8%	+$19.3K	0.35%	68
2016 Q3	$2.64M	Sell	19,599 -550	-3%	-$74K	0.39%	60
2016 Q2	$2.59M	Buy	+20,149	New	+$2.59M	0.38%	61