Gratus Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $737K | Hold |
3,038
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $813K | Sell |
3,038
-137
| -4% | -$34.9K | 0.04% | 188 |
|
|
2023
Q4 | $785K | Hold |
3,175
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $582K | Sell |
3,175
-60
| -2% | -$12.3K | 0.04% | 165 |
|
|
2023
Q2 | $761K | Sell |
3,235
-1,396
| -30% | -$294K | 0.05% | 157 |
|
|
2023
Q1 | $939K | Buy |
4,631
+3
| +0.1% | +$624 | 0.07% | 128 |
|
|
2022
Q4 | $900K | Sell |
4,628
-619
| -12% | -$113K | 0.07% | 133 |
|
|
2022
Q3 | $899K | Sell |
5,247
-693
| -12% | -$136K | 0.1% | 120 |
|
|
2022
Q2 | $1.09M | Hold |
5,940
| – | – | 0.12% | 103 |
|
|
2022
Q1 | $1.41M | Hold |
5,940
| – | – | 0.13% | 99 |
|
|
2021
Q4 | $1.74M | Buy |
5,940
+1,396
| +31% | +$389K | 0.16% | 92 |
|
|
2021
Q3 | $1.15M | Hold |
4,544
| – | – | 0.12% | 100 |
|
|
2021
Q2 | $1.09M | Sell |
4,544
-6,271
| -58% | -$1.4M | 0.12% | 103 |
|
|
2021
Q1 | $1.96M | Sell |
10,815
-3,000
| -22% | -$530K | 0.24% | 91 |
|
|
2020
Q4 | $2.66M | Hold |
13,815
| – | – | 0.36% | 76 |
|
|
2020
Q3 | $2.17M | Sell |
13,815
-333
| -2% | -$54.5K | 0.34% | 77 |
|
|
2020
Q2 | $2.43M | Hold |
14,148
| – | – | 0.41% | 74 |
|
|
2020
Q1 | $1.69M | Sell |
14,148
-400
| -3% | -$58.2K | 0.32% | 83 |
|
|
2019
Q4 | $2.04M | Sell |
14,548
-475
| -3% | -$65.8K | 0.31% | 84 |
|
|
2019
Q3 | $2.11M | Sell |
15,023
-75
| -0.5% | -$10.6K | 0.34% | 84 |
|
|
2019
Q2 | $2.04M | Sell |
15,098
-300
| -2% | -$37.6K | 0.33% | 85 |
|
|
2019
Q1 | $1.82M | Sell |
15,398
-406
| -3% | -$43.3K | 0.31% | 89 |
|
|
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% | -$148K | 0.31% | 72 |
|
|
2018
Q1 | $2.11M | Sell |
17,883
-49
| -0.3% | -$5.88K | 0.3% | 78 |
|
|
2017
Q4 | $2.12M | Sell |
17,932
-1,591
| -8% | -$179K | 0.27% | 81 |
|
|
2017
Q3 | $2.07M | Buy |
19,523
+318
| +2% | +$42.1K | 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% | +$19.9K | 0.35% | 68 |
|
|
2016
Q3 | $2.64M | Sell |
19,599
-550
| -3% | -$72.9K | 0.39% | 60 |
|
|
2016
Q2 | $2.59M | Buy |
+20,149
| New | +$2.44M | 0.38% | 61 |
|
Other funds holding EFX
GIM
Gratus Capital's EFX Position: Q2 2024 in Review
Gratus Capital held its Equifax (EFX) position steady in Q2 2024 at 3,038 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #211.
Gratus Capital first reported a position in EFX in Q2 2016 and has held it in 33 quarters since. The position peaked at $2.7M in Q1 2017. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.
- Gratus Capital held 3,038 shares of Equifax worth $737K as of Q2 2024.
- Gratus Capital left its Equifax share count unchanged in Q2 2024.
- Equifax made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #211 holding.
- Gratus Capital first reported a position in Equifax in Q2 2016 and has held it in 33 quarters since.
- Gratus Capital's Equifax position peaked at $2.7M in Q1 2017.
- 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.
Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.