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Segall Bryant & Hamill’s Equifax EFX Stock Holding History

Segall Bryant & Hamill’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-925
Closed -$270K – 750
2021
Q4 		$270K Sell
925
-150
-14% -$41.8K ﹤0.01% 566
2021
Q3 		$273K Buy
+1,075
New +$279K ﹤0.01% 715
2021
Q2 		– Sell
-11,385
Closed -$2.06M – 786
2021
Q1 		$2.06M Buy
+11,385
New +$2.01M 0.02% 468
2017
Q4 		– Sell
-15,337
Closed -$1.63M – 576
2017
Q3 		$1.63M Sell
15,337
-143,535
-90% -$19M 0.04% 318
2017
Q2 		$21.8M Buy
158,872
+4,289
+3% +$589K 0.51% 58
2017
Q1 		$21.1M Buy
154,583
+146,896
+1,911% +$18.7M 0.51% 60
2016
Q4 		$909K Sell
7,687
-7,168
-48% -$876K 0.02% 355
2016
Q3 		$2M Sell
14,855
-19
-0.1% -$2.52K 0.05% 289
2016
Q2 		$1.91M Buy
14,874
+965
+7% +$117K 0.05% 298
2016
Q1 		$1.59M Buy
13,909
+3,150
+29% +$331K 0.04% 318
2015
Q4 		$1.2M Sell
10,759
-100
-0.9% -$10.8K 0.03% 329
2015
Q3 		$1.05M Buy
+10,859
New +$1.08M 0.03% 344

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return