Parnassus Investments’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462M | Sell |
1,779,843
-56,684
| -3% | -$14.7M | 1.06% | 37 |
|
|
2025
Q1 | $447M | Sell |
1,836,527
-111,797
| -6% | -$27.2M | 1.07% | 38 |
|
|
2024
Q4 | $497M | Sell |
1,948,324
-118,289
| -6% | -$30.1M | 1.1% | 39 |
|
|
2024
Q3 | $607M | Buy |
2,066,613
+624
| +0% | +$183K | 1.29% | 34 |
|
|
2024
Q2 | $501M | Buy |
2,065,989
+946
| +0% | +$229K | 1.09% | 37 |
|
|
2024
Q1 | $552M | Sell |
2,065,043
-20,836
| -1% | -$5.57M | 1.18% | 35 |
|
|
2023
Q4 | $516M | Buy |
2,085,879
+1,972,564
| +1,741% | +$488M | 1.15% | 34 |
|
|
2023
Q3 | $20.8M | Buy |
113,315
+31,686
| +39% | +$5.8M | 0.05% | 105 |
|
|
2023
Q2 | $19.2M | Hold |
81,629
| – | – | 0.04% | 105 |
|
|
2023
Q1 | $16.6M | Buy |
81,629
+8,672
| +12% | +$1.76M | 0.04% | 106 |
|
|
2022
Q4 | $14.2M | Hold |
72,957
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $12.5M | Buy |
+72,957
| New | +$12.5M | 0.03% | 119 |
|
|
2017
Q3 | – | Sell |
-447,500
| Closed | -$61.5M | – | 91 |
|
|
2017
Q2 | $61.5M | Buy |
447,500
+112,500
| +34% | +$15.5M | 0.26% | 64 |
|
|
2017
Q1 | $45.8M | Buy |
335,000
+30,000
| +10% | +$4.1M | 0.21% | 62 |
|
|
2016
Q4 | $36.1M | Buy |
305,000
+135,000
| +79% | +$16M | 0.18% | 63 |
|
|
2016
Q3 | $22.9M | Buy |
170,000
+62,500
| +58% | +$8.41M | 0.12% | 64 |
|
|
2016
Q2 | $13.8M | Buy |
107,500
+7,500
| +8% | +$963K | 0.08% | 70 |
|
|
2016
Q1 | $11.4M | Buy |
100,000
+30,000
| +43% | +$3.43M | 0.07% | 72 |
|
|
2015
Q4 | $7.8M | Hold |
70,000
| – | – | 0.05% | 78 |
|
|
2015
Q3 | $6.8M | Hold |
70,000
| – | – | 0.05% | 80 |
|
|
2015
Q2 | $6.8M | Hold |
70,000
| – | – | 0.05% | 81 |
|
|
2015
Q1 | $6.51M | Hold |
70,000
| – | – | 0.05% | 88 |
|
|
2014
Q4 | $5.66M | Sell |
70,000
-5,000
| -7% | -$404K | 0.04% | 101 |
|
|
2014
Q3 | $5.61M | Hold |
75,000
| – | – | 0.05% | 97 |
|
|
2014
Q2 | $5.44M | Hold |
75,000
| – | – | 0.05% | 102 |
|
|
2014
Q1 | $5.1M | Hold |
75,000
| – | – | 0.05% | 101 |
|
|
2013
Q4 | $5.18M | Buy |
75,000
+10,000
| +15% | +$691K | 0.05% | 101 |
|
|
2013
Q3 | $3.89M | Hold |
65,000
| – | – | 0.04% | 103 |
|
|
2013
Q2 | $3.83M | Buy |
+65,000
| New | +$3.83M | 0.05% | 96 |
|