Meristem Family Wealth’s Equifax EFX Stock Holding History

Meristem Family Wealth’s Portfolio EFX Stock Details EFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$837K	Sell
2021 Q4	$1.04M	Sell
2021 Q3	$936K	Buy
2021 Q2	$634K	Hold
2021 Q1	$479K	Hold
2020 Q4	$510K	Sell
2020 Q3	$451K	Hold
2020 Q2	$494K	Hold
2020 Q1	$344K	Hold
2019 Q4	$403K	Hold
2019 Q3	$405K	Hold
2019 Q2	$389K	Hold
2019 Q1	$341K	Hold
2018 Q4	$268K	Hold
2018 Q3	$376K	Hold
2018 Q2	$360K	Hold
2018 Q1	$339K	Sell
2017 Q4	$341K	Hold
2017 Q3	$307K	Hold
2017 Q2	$398K	Hold
2017 Q1	$396K	Buy
2016 Q4	$340K	Hold
2016 Q3	$387K	Sell
2016 Q2	$379K	Hold
2016 Q1	$337K	Hold
2015 Q4	$329K	Buy
2015 Q3	–	Sell
2015 Q2	$310K	Hold
2015 Q1	$296K	Sell
2014 Q4	$274K	Sell
2014 Q3	$253K	Sell
2014 Q2	$276K	Hold
2014 Q1	$259K	Sell
2013 Q4	$312K	Hold
2013 Q3	$270K	Sell
2013 Q2	$290K	Buy