Jensen Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266M | Sell |
1,026,607
-39,830
| -4% | -$10.3M | 3.12% | 15 |
|
|
2025
Q1 | $260M | Sell |
1,066,437
-164,607
| -13% | -$40.1M | 2.87% | 15 |
|
|
2024
Q4 | $314M | Sell |
1,231,044
-10,901
| -0.9% | -$2.78M | 2.84% | 16 |
|
|
2024
Q3 | $365M | Sell |
1,241,945
-263,556
| -18% | -$77.4M | 3.05% | 15 |
|
|
2024
Q2 | $365M | Sell |
1,505,501
-31,365
| -2% | -$7.6M | 2.99% | 14 |
|
|
2024
Q1 | $411M | Sell |
1,536,866
-12,365
| -0.8% | -$3.31M | 3.14% | 14 |
|
|
2023
Q4 | $383M | Sell |
1,549,231
-199,971
| -11% | -$49.5M | 2.9% | 14 |
|
|
2023
Q3 | $320M | Buy |
1,749,202
+178,224
| +11% | +$32.6M | 2.53% | 20 |
|
|
2023
Q2 | $370M | Buy |
1,570,978
+13,165
| +0.8% | +$3.1M | 2.71% | 18 |
|
|
2023
Q1 | $311M | Sell |
1,557,813
-53,945
| -3% | -$10.8M | 2.45% | 19 |
|
|
2022
Q4 | $313M | Buy |
1,611,758
+73,605
| +5% | +$14.3M | 2.45% | 20 |
|
|
2022
Q3 | $264M | Buy |
1,538,153
+184,030
| +14% | +$31.5M | 2.3% | 22 |
|
|
2022
Q2 | $248M | Buy |
1,354,123
+40,549
| +3% | +$7.41M | 2.05% | 24 |
|
|
2022
Q1 | $311M | Buy |
1,313,574
+72,991
| +6% | +$17.3M | 2.32% | 20 |
|
|
2021
Q4 | $363M | Sell |
1,240,583
-8,595
| -0.7% | -$2.52M | 2.55% | 18 |
|
|
2021
Q3 | $317M | Sell |
1,249,178
-70,770
| -5% | -$17.9M | 2.51% | 18 |
|
|
2021
Q2 | $316M | Sell |
1,319,948
-270,066
| -17% | -$64.7M | 2.39% | 18 |
|
|
2021
Q1 | $288M | Buy |
1,590,014
+55,273
| +4% | +$10M | 2.3% | 22 |
|
|
2020
Q4 | $296M | Buy |
1,534,741
+12,821
| +0.8% | +$2.47M | 2.45% | 19 |
|
|
2020
Q3 | $239M | Buy |
1,521,920
+174,585
| +13% | +$27.4M | 2.12% | 23 |
|
|
2020
Q2 | $232M | Buy |
1,347,335
+726,292
| +117% | +$125M | 2.22% | 20 |
|
|
2020
Q1 | $74.2M | Buy |
621,043
+503,943
| +430% | +$60.2M | 0.83% | 27 |
|
|
2019
Q4 | $16.4M | Sell |
117,100
-215
| -0.2% | -$30.1K | 0.16% | 32 |
|
|
2019
Q3 | $16.5M | Sell |
117,315
-1,430
| -1% | -$201K | 0.18% | 31 |
|
|
2019
Q2 | $16.1M | Sell |
118,745
-65
| -0.1% | -$8.79K | 0.18% | 30 |
|
|
2019
Q1 | $14.1M | Sell |
118,810
-1,610
| -1% | -$191K | 0.17% | 32 |
|
|
2018
Q4 | $11.2M | Sell |
120,420
-4,126
| -3% | -$384K | 0.16% | 30 |
|
|
2018
Q3 | $16.3M | Sell |
124,546
-1,794
| -1% | -$234K | 0.2% | 28 |
|
|
2018
Q2 | $15.8M | Sell |
126,340
-357
| -0.3% | -$44.7K | 0.21% | 29 |
|
|
2018
Q1 | $14.9M | Sell |
126,697
-1,586
| -1% | -$187K | 0.19% | 28 |
|
|
2017
Q4 | $15.1M | Sell |
128,283
-3,307
| -3% | -$390K | 0.19% | 28 |
|
|
2017
Q3 | $13.9M | Sell |
131,590
-3,876
| -3% | -$411K | 0.19% | 28 |
|
|
2017
Q2 | $18.6M | Sell |
135,466
-7,725
| -5% | -$1.06M | 0.25% | 28 |
|
|
2017
Q1 | $19.6M | Sell |
143,191
-1,646
| -1% | -$225K | 0.27% | 28 |
|
|
2016
Q4 | $17.1M | Sell |
144,837
-4,860
| -3% | -$575K | 0.25% | 28 |
|
|
2016
Q3 | $20.1M | Sell |
149,697
-3,591
| -2% | -$483K | 0.3% | 28 |
|
|
2016
Q2 | $19.7M | Sell |
153,288
-3,285
| -2% | -$422K | 0.31% | 27 |
|
|
2016
Q1 | $17.9M | Sell |
156,573
-3,168
| -2% | -$362K | 0.29% | 26 |
|
|
2015
Q4 | $17.8M | Sell |
159,741
-14,175
| -8% | -$1.58M | 0.3% | 26 |
|
|
2015
Q3 | $16.9M | Sell |
173,916
-1,103,477
| -86% | -$107M | 0.3% | 27 |
|
|
2015
Q2 | $124M | Sell |
1,277,393
-1,240,694
| -49% | -$120M | 1.98% | 25 |
|
|
2015
Q1 | $234M | Sell |
2,518,087
-705,646
| -22% | -$65.6M | 3.58% | 13 |
|
|
2014
Q4 | $261M | Sell |
3,223,733
-62,937
| -2% | -$5.09M | 4.03% | 13 |
|
|
2014
Q3 | $246M | Sell |
3,286,670
-109,124
| -3% | -$8.16M | 3.9% | 13 |
|
|
2014
Q2 | $246M | Sell |
3,395,794
-134,286
| -4% | -$9.74M | 3.71% | 15 |
|
|
2014
Q1 | $240M | Buy |
3,530,080
+38,386
| +1% | +$2.61M | 3.46% | 16 |
|
|
2013
Q4 | $241M | Buy |
3,491,694
+83,770
| +2% | +$5.79M | 3.42% | 17 |
|
|
2013
Q3 | $204M | Buy |
3,407,924
+297,728
| +10% | +$17.8M | 3.16% | 22 |
|
|
2013
Q2 | $183M | Buy |
+3,110,196
| New | +$183M | 3% | 20 |
|