RegentAtlantic Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.13M | Buy |
6,586
+83
| +1% | +$16.3K | 0.03% | 287 |
|
|
2022
Q2 | $1.19M | Buy |
6,503
+108
| +2% | +$21.6K | 0.04% | 285 |
|
|
2022
Q1 | $1.52M | Sell |
6,395
-547
| -8% | -$129K | 0.04% | 258 |
|
|
2021
Q4 | $2.03M | Sell |
6,942
-89
| -1% | -$24.8K | 0.06% | 214 |
|
|
2021
Q3 | $1.78M | Sell |
7,031
-598
| -8% | -$155K | 0.05% | 223 |
|
|
2021
Q2 | $1.83M | Sell |
7,629
-42
| -0.5% | -$9.39K | 0.06% | 218 |
|
|
2021
Q1 | $1.39M | Hold |
7,671
| – | – | 0.05% | 234 |
|
|
2020
Q4 | $1.48M | Sell |
7,671
-111
| -1% | -$18.7K | 0.06% | 202 |
|
|
2020
Q3 | $1.22M | Sell |
7,782
-59
| -0.8% | -$9.66K | 0.05% | 204 |
|
|
2020
Q2 | $1.35M | Buy |
7,841
+262
| +3% | +$38.8K | 0.08% | 189 |
|
|
2020
Q1 | $905K | Sell |
7,579
-159
| -2% | -$23.1K | 0.07% | 214 |
|
|
2019
Q4 | $1.08M | Hold |
7,738
| – | – | 0.07% | 229 |
|
|
2019
Q3 | $1.09M | Hold |
7,738
| – | – | 0.07% | 219 |
|
|
2019
Q2 | $1.05M | Sell |
7,738
-108
| -1% | -$13.5K | 0.07% | 221 |
|
|
2019
Q1 | $930K | Hold |
7,846
| – | – | 0.06% | 228 |
|
|
2018
Q4 | $731K | Buy |
7,846
+21
| +0.3% | +$2.23K | 0.06% | 238 |
|
|
2018
Q3 | $1.02M | Hold |
7,825
| – | – | 0.08% | 223 |
|
|
2018
Q2 | $979K | Sell |
7,825
-33
| -0.4% | -$3.91K | 0.08% | 218 |
|
|
2018
Q1 | $926K | Sell |
7,858
-62
| -0.8% | -$7.44K | 0.08% | 220 |
|
|
2017
Q4 | $934K | Sell |
7,920
-145
| -2% | -$16.3K | 0.08% | 222 |
|
|
2017
Q3 | $855K | Sell |
8,065
-927
| -10% | -$123K | 0.07% | 222 |
|
|
2017
Q2 | $1.24M | Sell |
8,992
-145
| -2% | -$19.9K | 0.11% | 189 |
|
|
2017
Q1 | $1.25M | Buy |
9,137
+13
| +0.1% | +$1.65K | 0.12% | 178 |
|
|
2016
Q4 | $1.08M | Sell |
9,124
-345
| -4% | -$42.2K | 0.11% | 185 |
|
|
2016
Q3 | $1.27M | Sell |
9,469
-311
| -3% | -$41.2K | 0.13% | 163 |
|
|
2016
Q2 | $1.26M | Sell |
9,780
-430
| -4% | -$52.1K | 0.12% | 157 |
|
|
2016
Q1 | $1.17M | Sell |
10,210
-70
| -0.7% | -$7.37K | 0.13% | 162 |
|
|
2015
Q4 | $1.15M | Sell |
10,280
-149
| -1% | -$16.1K | 0.12% | 173 |
|
|
2015
Q3 | $1.01M | Sell |
10,429
-365
| -3% | -$36.3K | 0.1% | 182 |
|
|
2015
Q2 | $1.05M | Buy |
10,794
+10
| +0.1% | +$975 | 0.09% | 182 |
|
|
2015
Q1 | $1M | Sell |
10,784
-170
| -2% | -$15.1K | 0.09% | 183 |
|
|
2014
Q4 | $886K | Hold |
10,954
| – | – | 0.07% | 202 |
|
|
2014
Q3 | $819K | Sell |
10,954
-38
| -0.3% | -$2.89K | 0.08% | 196 |
|
|
2014
Q2 | $797K | Sell |
10,992
-682
| -6% | -$47.9K | 0.07% | 199 |
|
|
2014
Q1 | $794K | Sell |
11,674
-1,170
| -9% | -$81.8K | 0.08% | 199 |
|
|
2013
Q4 | $887K | Hold |
12,844
| – | – | 0.09% | 192 |
|
|
2013
Q3 | $769K | Hold |
12,844
| – | – | 0.08% | 188 |
|
|
2013
Q2 | $757K | Buy |
+12,844
| New | +$775K | 0.09% | 179 |
|
Other funds holding EFX
GIM
RegentAtlantic Capital's EFX Position: Q3 2022 in Review
RegentAtlantic Capital increased its Equifax (EFX) stake by 1.3% in Q3 2022, buying an estimated $16.3K and bringing the position to 6,586 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #287.
RegentAtlantic Capital first reported a position in EFX in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.03M in Q4 2021. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.
- RegentAtlantic Capital held 6,586 shares of Equifax worth $1.13M as of Q3 2022.
- RegentAtlantic Capital bought 83 Equifax shares in Q3 2022, an estimated $16.3K.
- Equifax made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #287 holding.
- RegentAtlantic Capital first reported a position in Equifax in Q2 2013 and has held it in 38 quarters since.
- RegentAtlantic Capital's Equifax position peaked at $2.03M in Q4 2021.
- 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.
Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.