IBM Retirement Fund’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,931
| Closed | -$458K | – | 154 |
|
|
2022
Q1 | $458K | Sell |
1,931
-86
| -4% | -$20.3K | 0.06% | 283 |
|
|
2021
Q4 | $591K | Sell |
2,017
-1,426
| -41% | -$397K | 0.07% | 252 |
|
|
2021
Q3 | $873K | Buy |
3,443
+12
| +0.3% | +$3.12K | 0.07% | 256 |
|
|
2021
Q2 | $822K | Sell |
3,431
-716
| -17% | -$160K | 0.06% | 272 |
|
|
2021
Q1 | $751K | Sell |
4,147
-331
| -7% | -$58.5K | 0.05% | 321 |
|
|
2020
Q4 | $864K | Buy |
4,478
+547
| +14% | +$92K | 0.06% | 289 |
|
|
2020
Q3 | $617K | Buy |
3,931
+1,104
| +39% | +$181K | 0.05% | 306 |
|
|
2020
Q2 | $486K | Buy |
2,827
+6
| +0.2% | +$889 | 0.06% | 276 |
|
|
2020
Q1 | $337K | Buy |
2,821
+1,067
| +61% | +$155K | 0.06% | 307 |
|
|
2019
Q4 | $246K | Sell |
1,754
-92
| -5% | -$12.7K | 0.04% | 361 |
|
|
2019
Q3 | $260K | Sell |
1,846
-23
| -1% | -$3.24K | 0.05% | 341 |
|
|
2019
Q2 | $253K | Buy |
1,869
+76
| +4% | +$9.53K | 0.05% | 350 |
|
|
2019
Q1 | $212K | Buy |
+1,793
| New | +$191K | 0.04% | 388 |
|
|
2018
Q4 | – | Sell |
-1,944
| Closed | -$254K | – | 396 |
|
|
2018
Q3 | $254K | Sell |
1,944
-344
| -15% | -$44.8K | 0.06% | 365 |
|
|
2018
Q2 | $286K | Sell |
2,288
-330
| -13% | -$39.1K | 0.06% | 358 |
|
|
2018
Q1 | $308K | Buy |
2,618
+852
| +48% | +$102K | 0.06% | 370 |
|
|
2017
Q4 | $208K | Buy |
+1,766
| New | +$199K | 0.04% | 361 |
|
|
2017
Q3 | – | Sell |
-2,913
| Closed | -$448K | – | 359 |
|
|
2017
Q2 | $448K | Buy |
2,913
+1,594
| +121% | +$219K | 0.08% | 289 |
|
|
2017
Q1 | $241K | Sell |
1,319
-9,784
| -88% | -$1.24M | 0.07% | 290 |
|
|
2016
Q4 | $1.38M | Buy |
11,103
+2
| +0% | +$244 | 0.06% | 307 |
|
|
2016
Q3 | $1.49M | Sell |
11,101
-2,945
| -21% | -$390K | 0.08% | 275 |
|
|
2016
Q2 | $1.88M | Sell |
14,046
-20
| -0.1% | -$2.42K | 0.07% | 284 |
|
|
2016
Q1 | $1.68M | Sell |
14,066
-14,874
| -51% | -$1.56M | 0.06% | 309 |
|
|
2015
Q4 | $3.22M | Buy |
28,940
+1,447
| +5% | +$156K | 0.06% | 320 |
|
|
2015
Q3 | $2.74M | Sell |
27,493
-1,606
| -6% | -$160K | 0.06% | 339 |
|
|
2015
Q2 | $2.83M | Sell |
29,099
-946
| -3% | -$92.3K | 0.05% | 371 |
|
|
2015
Q1 | $2.79M | Sell |
30,045
-51
| -0.2% | -$4.53K | 0.05% | 379 |
|
|
2014
Q4 | $2.43M | Buy |
30,096
+1,339
| +5% | +$104K | 0.05% | 413 |
|
|
2014
Q3 | $2.17M | Sell |
28,757
-2,374
| -8% | -$181K | 0.04% | 430 |
|
|
2014
Q2 | $2.25M | Buy |
31,131
+83
| +0.3% | +$5.83K | 0.04% | 445 |
|
|
2014
Q1 | $2.11M | Sell |
31,048
-17,196
| -36% | -$1.2M | 0.04% | 455 |
|
|
2013
Q4 | $3.33M | Sell |
48,244
-1,384
| -3% | -$90K | 0.04% | 438 |
|
|
2013
Q3 | $2.97M | Sell |
49,628
-7,534
| -13% | -$463K | 0.04% | 476 |
|
|
2013
Q2 | $3.37M | Buy |
+57,162
| New | +$3.45M | 0.04% | 456 |
|
Other funds holding EFX
GIM
