Great Lakes Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-837
| Closed | -$204K | – | 832 |
|
|
2025
Q1 | $204K | Buy |
+837
| New | +$204K | ﹤0.01% | 771 |
|
|
2024
Q4 | – | Sell |
-765
| Closed | -$225K | – | 842 |
|
|
2024
Q3 | $225K | Buy |
+765
| New | +$225K | ﹤0.01% | 792 |
|
|
2024
Q2 | – | Sell |
-783
| Closed | -$209K | – | 851 |
|
|
2024
Q1 | $209K | Buy |
+783
| New | +$209K | ﹤0.01% | 773 |
|
|
2022
Q4 | – | Sell |
-11,379
| Closed | -$1.95M | – | 660 |
|
|
2022
Q3 | $1.95M | Sell |
11,379
-75
| -0.7% | -$12.9K | 0.04% | 349 |
|
|
2022
Q2 | $2.09M | Sell |
11,454
-16
| -0.1% | -$2.93K | 0.04% | 359 |
|
|
2022
Q1 | $2.72M | Hold |
11,470
| – | – | 0.04% | 342 |
|
|
2021
Q4 | $3.36M | Hold |
11,470
| – | – | 0.05% | 317 |
|
|
2021
Q3 | $2.91M | Sell |
11,470
-70
| -0.6% | -$17.7K | 0.05% | 333 |
|
|
2021
Q2 | $2.76M | Hold |
11,540
| – | – | 0.04% | 349 |
|
|
2021
Q1 | $2.09M | Buy |
11,540
+67
| +0.6% | +$12.1K | 0.03% | 376 |
|
|
2020
Q4 | $2.21M | Sell |
11,473
-14,006
| -55% | -$2.7M | 0.04% | 351 |
|
|
2020
Q3 | $4M | Buy |
25,479
+2,059
| +9% | +$323K | 0.08% | 268 |
|
|
2020
Q2 | $4.03M | Buy |
23,420
+11,879
| +103% | +$2.04M | 0.1% | 224 |
|
|
2020
Q1 | $1.38M | Sell |
11,541
-2
| -0% | -$239 | 0.04% | 345 |
|
|
2019
Q4 | $1.62M | Sell |
11,543
-15,856
| -58% | -$2.22M | 0.03% | 359 |
|
|
2019
Q3 | $3.85M | Buy |
27,399
+15,741
| +135% | +$2.21M | 0.08% | 261 |
|
|
2019
Q2 | $1.58M | Buy |
11,658
+18
| +0.2% | +$2.44K | 0.03% | 367 |
|
|
2019
Q1 | $1.38M | Buy |
11,640
+26
| +0.2% | +$3.08K | 0.03% | 376 |
|
|
2018
Q4 | $1.08M | Sell |
11,614
-75
| -0.6% | -$6.99K | 0.03% | 385 |
|
|
2018
Q3 | $1.53M | Sell |
11,689
-13
| -0.1% | -$1.7K | 0.03% | 348 |
|
|
2018
Q2 | $1.46M | Sell |
11,702
-66
| -0.6% | -$8.26K | 0.03% | 344 |
|
|
2018
Q1 | $1.39M | Buy |
11,768
+2,209
| +23% | +$260K | 0.03% | 347 |
|
|
2017
Q4 | $1.13M | Buy |
9,559
+563
| +6% | +$66.4K | 0.02% | 375 |
|
|
2017
Q3 | $953K | Sell |
8,996
-3,478
| -28% | -$368K | 0.02% | 373 |
|
|
2017
Q2 | $1.71M | Sell |
12,474
-481
| -4% | -$66.1K | 0.04% | 310 |
|
|
2017
Q1 | $1.77M | Sell |
12,955
-620
| -5% | -$84.8K | 0.05% | 288 |
|
|
2016
Q4 | $1.61M | Sell |
13,575
-62
| -0.5% | -$7.33K | 0.04% | 293 |
|
|
2016
Q3 | $1.84M | Sell |
13,637
-513
| -4% | -$69K | 0.05% | 284 |
|
|
2016
Q2 | $1.82M | Buy |
14,150
+117
| +0.8% | +$15K | 0.05% | 293 |
|
|
2016
Q1 | $1.6M | Sell |
14,033
-67
| -0.5% | -$7.66K | 0.04% | 296 |
|
|
2015
Q4 | $1.57M | Sell |
14,100
-39
| -0.3% | -$4.34K | 0.05% | 274 |
|
|
2015
Q3 | $1.37M | Sell |
14,139
-34,680
| -71% | -$3.37M | 0.04% | 278 |
|
|
2015
Q2 | $4.74M | Buy |
48,819
+3,396
| +7% | +$330K | 0.14% | 118 |
|
|
2015
Q1 | $4.22M | Buy |
45,423
+5,308
| +13% | +$494K | 0.13% | 130 |
|
|
2014
Q4 | $3.24M | Buy |
40,115
+878
| +2% | +$71K | 0.1% | 154 |
|
|
2014
Q3 | $2.93M | Buy |
+39,237
| New | +$2.93M | 0.1% | 148 |
|