NSAM
North Star Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
113,489
+614
| +0.5% | +$159K | 1.24% | 24 |
|
|
2025
Q1 | $27.5M | Buy |
112,875
+1,410
| +1% | +$343K | 1.25% | 23 |
|
|
2024
Q4 | $28.4M | Buy |
111,465
+4,424
| +4% | +$1.13M | 1.26% | 22 |
|
|
2024
Q3 | $31.5M | Sell |
107,041
-105
| -0.1% | -$30.9K | 1.41% | 18 |
|
|
2024
Q2 | $26M | Buy |
107,146
+475
| +0.4% | +$115K | 1.23% | 25 |
|
|
2024
Q1 | $28.5M | Sell |
106,671
-1,310
| -1% | -$350K | 1.35% | 22 |
|
|
2023
Q4 | $26.7M | Buy |
107,981
+514
| +0.5% | +$127K | 1.37% | 21 |
|
|
2023
Q3 | $19.7M | Buy |
107,467
+1,612
| +2% | +$295K | 1.13% | 26 |
|
|
2023
Q2 | $24.9M | Sell |
105,855
-694
| -0.7% | -$163K | 1.37% | 20 |
|
|
2023
Q1 | $21.6M | Sell |
106,549
-284
| -0.3% | -$57.6K | 1.27% | 23 |
|
|
2022
Q4 | $20.8M | Buy |
106,833
+1,921
| +2% | +$373K | 1.29% | 22 |
|
|
2022
Q3 | $18M | Buy |
104,912
+1,495
| +1% | +$256K | 1.23% | 23 |
|
|
2022
Q2 | $18.9M | Buy |
103,417
+596
| +0.6% | +$109K | 1.25% | 23 |
|
|
2022
Q1 | $24.4M | Sell |
102,821
-185
| -0.2% | -$43.9K | 1.34% | 21 |
|
|
2021
Q4 | $30.2M | Sell |
103,006
-1,378
| -1% | -$403K | 1.52% | 17 |
|
|
2021
Q3 | $26.5M | Sell |
104,384
-1,721
| -2% | -$436K | 1.45% | 19 |
|
|
2021
Q2 | $25.4M | Sell |
106,105
-1,910
| -2% | -$457K | 1.41% | 21 |
|
|
2021
Q1 | $19.6M | Sell |
108,015
-58
| -0.1% | -$10.5K | 1.17% | 28 |
|
|
2020
Q4 | $20.8M | Buy |
108,073
+160
| +0.1% | +$30.9K | 1.32% | 19 |
|
|
2020
Q3 | $16.9M | Sell |
107,913
-1,647
| -2% | -$258K | 1.25% | 23 |
|
|
2020
Q2 | $18.8M | Sell |
109,560
-3,334
| -3% | -$573K | 1.5% | 15 |
|
|
2020
Q1 | $13.5M | Sell |
112,894
-2,083
| -2% | -$249K | 1.3% | 20 |
|
|
2019
Q4 | $16.1M | Sell |
114,977
-1,726
| -1% | -$242K | 1.16% | 26 |
|
|
2019
Q3 | $16.4M | Sell |
116,703
-69
| -0.1% | -$9.71K | 1.29% | 21 |
|
|
2019
Q2 | $15.8M | Buy |
116,772
+3,045
| +3% | +$412K | 1.23% | 26 |
|
|
2019
Q1 | $13.5M | Buy |
113,727
+4,323
| +4% | +$512K | 1.09% | 32 |
|
|
2018
Q4 | $10.2M | Buy |
109,404
+1,503
| +1% | +$140K | 0.96% | 38 |
|
|
2018
Q3 | $14.1M | Buy |
107,901
+1,255
| +1% | +$164K | 1.13% | 24 |
|
|
2018
Q2 | $13.3M | Buy |
106,646
+1,548
| +1% | +$194K | 1.14% | 25 |
|
|
2018
Q1 | $12.4M | Sell |
105,098
-155
| -0.1% | -$18.3K | 1.11% | 29 |
|
|
2017
Q4 | $12.4M | Buy |
105,253
+1,715
| +2% | +$202K | 1.11% | 28 |
|
|
2017
Q3 | $11M | Buy |
103,538
+15,502
| +18% | +$1.64M | 1.09% | 31 |
|
|
2017
Q2 | $12.1M | Sell |
88,036
-744
| -0.8% | -$102K | 1.23% | 20 |
|
|
2017
Q1 | $12.1M | Sell |
88,780
-1,269
| -1% | -$174K | 1.28% | 17 |
|
|
2016
Q4 | $10.6M | Buy |
90,049
+932
| +1% | +$110K | 1.17% | 24 |
|
|
2016
Q3 | $12M | Sell |
89,117
-2,907
| -3% | -$391K | 1.35% | 15 |
|
|
2016
Q2 | $11.8M | Sell |
92,024
-1,965
| -2% | -$252K | 1.38% | 16 |
|
|
2016
Q1 | $10.7M | Sell |
93,989
-1,485
| -2% | -$170K | 1.26% | 19 |
|
|
2015
Q4 | $10.6M | Sell |
95,474
-2,223
| -2% | -$248K | 1.28% | 15 |
|
|
2015
Q3 | $9.49M | Buy |
97,697
+1,529
| +2% | +$149K | 1.18% | 25 |
|
|
2015
Q2 | $9.34M | Sell |
96,168
-1,145
| -1% | -$111K | 1.06% | 28 |
|
|
2015
Q1 | $9.05M | Sell |
97,313
-5,515
| -5% | -$513K | 1.03% | 32 |
|
|
2014
Q4 | $8.32M | Sell |
102,828
-2,427
| -2% | -$196K | 0.95% | 35 |
|
|
2014
Q3 | $7.87M | Sell |
105,255
-2,787
| -3% | -$208K | 0.94% | 34 |
|
|
2014
Q2 | $7.84M | Sell |
108,042
-2,841
| -3% | -$206K | 0.91% | 40 |
|
|
2014
Q1 | $7.54M | Sell |
110,883
-1,299
| -1% | -$88.4K | 0.9% | 40 |
|
|
2013
Q4 | $7.75M | Sell |
112,182
-1,723
| -2% | -$119K | 0.94% | 35 |
|
|
2013
Q3 | $6.82M | Sell |
113,905
-3,995
| -3% | -$239K | 0.89% | 39 |
|
|
2013
Q2 | $6.95M | Buy |
+117,900
| New | +$6.95M | 0.97% | 33 |
|