Massachusetts Financial Services’s Equifax EFX Stock Holding History

Massachusetts Financial Services’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$856M	Buy	4,699,910 +355,379	+8%	+$70.6M	0.29%	95
2025 Q4	$943M	Buy	4,344,531 +1,145,921	+36%	+$251M	0.3%	95
2025 Q3	$821M	Sell	3,198,610 -151,808	-5%	-$38.2M	0.25%	104
2025 Q2	$869M	Sell	3,350,418 -171,205	-5%	-$43.5M	0.28%	103
2025 Q1	$858M	Sell	3,521,623 -225,599	-6%	-$56.7M	0.29%	93
2024 Q4	$955M	Sell	3,747,222 -217,429	-5%	-$58.3M	0.3%	91
2024 Q3	$1.17B	Sell	3,964,651 -312,147	-7%	-$88M	0.35%	85
2024 Q2	$1.04B	Buy	4,276,798 +200,665	+5%	+$47.9M	0.32%	93
2024 Q1	$1.09B	Sell	4,076,133 -1,316,862	-24%	-$335M	0.33%	91
2023 Q4	$1.33B	Sell	5,392,995 -817,389	-13%	-$166M	0.43%	67
2023 Q3	$1.14B	Sell	6,210,384 -1,284,075	-17%	-$262M	0.4%	79
2023 Q2	$1.76B	Sell	7,494,459 -2,040,464	-21%	-$429M	0.58%	46
2023 Q1	$1.93B	Sell	9,534,923 -2,033,241	-18%	-$423M	0.66%	37
2022 Q4	$2.25B	Sell	11,568,164 -861,358	-7%	-$157M	0.79%	31
2022 Q3	$2.13B	Sell	12,429,522 -116,961	-0.9%	-$22.9M	0.8%	28
2022 Q2	$2.29B	Buy	12,546,483 +737,642	+6%	+$148M	0.79%	30
2022 Q1	$2.8B	Buy	11,808,841 +1,090,363	+10%	+$257M	0.83%	27
2021 Q4	$3.14B	Buy	10,718,478 +44,203	+0.4%	+$12.3M	0.86%	24
2021 Q3	$2.71B	Sell	10,674,275 -519,947	-5%	-$135M	0.79%	26
2021 Q2	$2.68B	Sell	11,194,222 -340,654	-3%	-$76.1M	0.78%	27
2021 Q1	$2.09B	Buy	11,534,876 +798,873	+7%	+$141M	0.64%	38
2020 Q4	$2.07B	Buy	10,736,003 +819,452	+8%	+$138M	0.67%	34
2020 Q3	$1.56B	Sell	9,916,551 -1,195,377	-11%	-$196M	0.56%	44
2020 Q2	$1.91B	Buy	11,111,928 +514,084	+5%	+$76.2M	0.75%	32
2020 Q1	$1.27B	Buy	10,597,844 +16,715	+0.2%	+$2.43M	0.6%	45
2019 Q4	$1.48B	Buy	10,581,129 +837,225	+9%	+$116M	0.56%	53
2019 Q3	$1.37B	Sell	9,743,904 -107,314	-1%	-$15.1M	0.55%	55
2019 Q2	$1.33B	Buy	9,851,218 +235,779	+2%	+$29.6M	0.54%	56
2019 Q1	$1.14B	Buy	9,615,439 +3,704,676	+63%	+$395M	0.48%	64
2018 Q4	$550M	Buy	5,910,763 +1,954,808	+49%	+$208M	0.26%	98
2018 Q3	$517M	Sell	3,955,955 -103,734	-3%	-$13.5M	0.21%	116
2018 Q2	$508M	Buy	4,059,689 +1,434	+0%	+$170K	0.22%	117
2018 Q1	$478M	Sell	4,058,255 -2,000,313	-33%	-$240M	0.2%	121
2017 Q4	$714M	Buy	6,058,568 +219,967	+4%	+$24.7M	0.3%	92
2017 Q3	$619M	Sell	5,838,601 -149,673	-2%	-$19.8M	0.27%	101
2017 Q2	$823M	Sell	5,988,274 -8,903	-0.1%	-$1.22M	0.37%	76
2017 Q1	$820M	Buy	5,997,177 +212,392	+4%	+$27M	0.38%	74
2016 Q4	$684M	Buy	5,784,785 +1,505,379	+35%	+$184M	0.34%	87
2016 Q3	$576M	Sell	4,279,406 -39,466	-0.9%	-$5.23M	0.28%	99
2016 Q2	$555M	Sell	4,318,872 -25,813	-0.6%	-$3.13M	0.28%	102
2016 Q1	$497M	Buy	4,344,685 +692,118	+19%	+$72.8M	0.26%	107
2015 Q4	$407M	Sell	3,652,567 -365,004	-9%	-$39.4M	0.22%	124
2015 Q3	$390M	Sell	4,017,571 -995,272	-20%	-$98.9M	0.22%	115
2015 Q2	$487M	Sell	5,012,843 -695,003	-12%	-$67.8M	0.25%	99
2015 Q1	$531M	Buy	5,707,846 +1,640,653	+40%	+$146M	0.27%	94
2014 Q4	$329M	Buy	4,067,193 +2,284,718	+128%	+$177M	0.17%	139
2014 Q3	$133M	Buy	1,782,475 +431,163	+32%	+$32.8M	0.07%	222
2014 Q2	$98M	Buy	+1,351,312	New	+$94.8M	0.05%	254