Schroder Investment Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
7,516
-490
| -6% | -$127K | ﹤0.01% | 914 |
|
|
2025
Q1 | $1.92M | Buy |
8,006
+1,346
| +20% | +$323K | ﹤0.01% | 916 |
|
|
2024
Q4 | $1.7M | Sell |
6,660
-229
| -3% | -$58.4K | ﹤0.01% | 946 |
|
|
2024
Q3 | $2M | Sell |
6,889
-1,229
| -15% | -$357K | ﹤0.01% | 941 |
|
|
2024
Q2 | $1.97M | Buy |
8,118
+824
| +11% | +$200K | ﹤0.01% | 932 |
|
|
2024
Q1 | $1.95M | Buy |
7,294
+198
| +3% | +$53K | ﹤0.01% | 927 |
|
|
2023
Q4 | $1.75M | Hold |
7,096
| – | – | ﹤0.01% | 930 |
|
|
2023
Q3 | $1.3M | Buy |
7,096
+221
| +3% | +$40.5K | ﹤0.01% | 975 |
|
|
2023
Q2 | $1.62M | Sell |
6,875
-1,908
| -22% | -$449K | ﹤0.01% | 971 |
|
|
2023
Q1 | $1.78M | Buy |
8,783
+1,194
| +16% | +$242K | ﹤0.01% | 969 |
|
|
2022
Q4 | $1.47M | Sell |
7,589
-332
| -4% | -$64.5K | ﹤0.01% | 995 |
|
|
2022
Q3 | $1.36M | Buy |
7,921
+536
| +7% | +$92K | ﹤0.01% | 999 |
|
|
2022
Q2 | $1.33M | Buy |
7,385
+2,226
| +43% | +$401K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $1.24M | Buy |
5,159
+2,475
| +92% | +$592K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $786K | Sell |
2,684
-24,421
| -90% | -$7.15M | ﹤0.01% | 1067 |
|
|
2021
Q3 | $6.87M | Buy |
27,105
+21,739
| +405% | +$5.51M | 0.01% | 706 |
|
|
2021
Q2 | $1.29M | Sell |
5,366
-806
| -13% | -$193K | ﹤0.01% | 1094 |
|
|
2021
Q1 | $1.12M | Buy |
6,172
+3,664
| +146% | +$664K | ﹤0.01% | 1138 |
|
|
2020
Q4 | $484K | Sell |
2,508
-57
| -2% | -$11K | ﹤0.01% | 1203 |
|
|
2020
Q3 | $408K | Sell |
2,565
-40
| -2% | -$6.36K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $447K | Buy |
2,605
+128
| +5% | +$22K | ﹤0.01% | 1013 |
|
|
2020
Q1 | $282K | Buy |
+2,477
| New | +$282K | ﹤0.01% | 1058 |
|
|
2019
Q2 | – | Sell |
-13,200
| Closed | -$1.57M | – | 1206 |
|
|
2019
Q1 | $1.57M | Sell |
13,200
-180,573
| -93% | -$21.4M | ﹤0.01% | 840 |
|
|
2018
Q4 | $18K | Sell |
193,773
-3,150
| -2% | -$293 | 0.03% | 458 |
|
|
2018
Q3 | $25.7M | Sell |
196,923
-500
| -0.3% | -$65.3K | 0.04% | 434 |
|
|
2018
Q2 | $24.9M | Sell |
197,423
-31,400
| -14% | -$3.96M | 0.04% | 413 |
|
|
2018
Q1 | $27M | Sell |
228,823
-36,577
| -14% | -$4.31M | 0.05% | 392 |
|
|
2017
Q4 | $31.3M | Buy |
265,400
+219,500
| +478% | +$25.9M | 0.05% | 388 |
|
|
2017
Q3 | $4.88M | Hold |
45,900
| – | – | 0.01% | 762 |
|
|
2017
Q2 | $6.3M | Sell |
45,900
-15,000
| -25% | -$2.06M | 0.01% | 695 |
|
|
2017
Q1 | $8.32M | Sell |
60,900
-67,900
| -53% | -$9.27M | 0.01% | 635 |
|
|
2016
Q4 | $15.2M | Sell |
128,800
-19,300
| -13% | -$2.28M | 0.03% | 557 |
|
|
2016
Q3 | $19.9M | Buy |
148,100
+5,756
| +4% | +$775K | 0.04% | 480 |
|
|
2016
Q2 | $18.3M | Sell |
142,344
-69,956
| -33% | -$8.98M | 0.04% | 483 |
|
|
2016
Q1 | $24.2M | Buy |
212,300
+88,500
| +71% | +$10.1M | 0.05% | 410 |
|
|
2015
Q4 | $13.8M | Sell |
123,800
-5,900
| -5% | -$657K | 0.03% | 562 |
|
|
2015
Q3 | $12.6M | Buy |
129,700
+128,200
| +8,547% | +$12.5M | 0.03% | 556 |
|
|
2015
Q2 | $146K | Hold |
1,500
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q1 | $138K | Sell |
1,500
-65,268
| -98% | -$6M | ﹤0.01% | 1095 |
|
|
2014
Q4 | $5.4M | Buy |
66,768
+56,264
| +536% | +$4.55M | 0.01% | 776 |
|
|
2014
Q3 | $785K | Sell |
10,504
-22,400
| -68% | -$1.67M | ﹤0.01% | 1042 |
|
|
2014
Q2 | $2.39M | Sell |
32,904
-139,900
| -81% | -$10.2M | ﹤0.01% | 868 |
|
|
2014
Q1 | $11.8M | Sell |
172,804
-9,700
| -5% | -$660K | 0.01% | 593 |
|
|
2013
Q4 | $12.6M | Sell |
182,504
-1,900
| -1% | -$131K | 0.02% | 587 |
|
|
2013
Q3 | $11M | Buy |
184,404
+47,800
| +35% | +$2.86M | 0.03% | 611 |
|
|
2013
Q2 | $8.05M | Buy |
+136,604
| New | +$8.05M | 0.02% | 632 |
|