SEI Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68M | Buy |
377,600
+124,320
| +49% | +$24.7M | 0.06% | 330 |
|
|
2025
Q4 | $55M | Buy |
253,280
+2,174
| +0.9% | +$476K | 0.05% | 371 |
|
|
2025
Q3 | $64.4M | Buy |
251,106
+77,990
| +45% | +$19.6M | 0.07% | 285 |
|
|
2025
Q2 | $44.9M | Buy |
173,116
+17,360
| +11% | +$4.42M | 0.05% | 378 |
|
|
2025
Q1 | $37.9M | Sell |
155,756
-23,090
| -13% | -$5.8M | 0.05% | 408 |
|
|
2024
Q4 | $45.6M | Buy |
178,846
+10,713
| +6% | +$2.87M | 0.06% | 348 |
|
|
2024
Q3 | $49.4M | Buy |
168,133
+1,731
| +1% | +$488K | 0.06% | 325 |
|
|
2024
Q2 | $40.3M | Buy |
166,402
+19,817
| +14% | +$4.73M | 0.06% | 352 |
|
|
2024
Q1 | $39.2M | Buy |
146,585
+12,866
| +10% | +$3.27M | 0.06% | 361 |
|
|
2023
Q4 | $33.1M | Buy |
133,719
+70,558
| +112% | +$14.3M | 0.05% | 387 |
|
|
2023
Q3 | $11.6M | Buy |
63,161
+4,367
| +7% | +$892K | 0.02% | 777 |
|
|
2023
Q2 | $13.8M | Sell |
58,794
-12
| -0% | -$2.53K | 0.02% | 713 |
|
|
2023
Q1 | $11.9M | Buy |
58,806
+32,590
| +124% | +$6.78M | 0.02% | 753 |
|
|
2022
Q4 | $5.09M | Sell |
26,216
-30,244
| -54% | -$5.53M | 0.01% | 1045 |
|
|
2022
Q3 | $9.68M | Sell |
56,460
-1,597
| -3% | -$313K | 0.02% | 778 |
|
|
2022
Q2 | $10.6M | Buy |
58,057
+40,648
| +233% | +$8.13M | 0.02% | 752 |
|
|
2022
Q1 | $4.14M | Buy |
17,409
+134
| +0.8% | +$31.6K | 0.01% | 1208 |
|
|
2021
Q4 | $5.05M | Buy |
17,275
+2,010
| +13% | +$560K | 0.01% | 1134 |
|
|
2021
Q3 | $3.91M | Sell |
15,265
-1,519
| -9% | -$395K | 0.01% | 1213 |
|
|
2021
Q2 | $4.04M | Buy |
16,784
+391
| +2% | +$87.4K | 0.01% | 1195 |
|
|
2021
Q1 | $3.02M | Sell |
16,393
-316
| -2% | -$55.8K | 0.01% | 1274 |
|
|
2020
Q4 | $3.24M | Sell |
16,709
-18,724
| -53% | -$3.15M | 0.01% | 1160 |
|
|
2020
Q3 | $5.58M | Buy |
35,433
+2,183
| +7% | +$358K | 0.02% | 823 |
|
|
2020
Q2 | $5.74M | Sell |
33,250
-2,027
| -6% | -$300K | 0.02% | 797 |
|
|
2020
Q1 | $4.19M | Buy |
35,277
+20,306
| +136% | +$2.95M | 0.02% | 839 |
|
|
2019
Q4 | $2.1M | Buy |
14,971
+87
| +0.6% | +$12.1K | 0.01% | 1323 |
|
|
2019
Q3 | $2.09M | Sell |
14,884
-622
| -4% | -$87.6K | 0.01% | 1314 |
|
|
2019
Q2 | $2.1M | Buy |
15,506
+4,731
| +44% | +$593K | 0.01% | 1313 |
|
|
2019
Q1 | $1.28M | Buy |
10,775
+10,375
| +2,594% | +$1.11M | ﹤0.01% | 1501 |
|
|
2018
Q4 | $52K | Sell |
400
-6,602
| -94% | -$703K | ﹤0.01% | 2333 |
|
|
2018
Q3 | $913K | Sell |
7,002
-18,392
| -72% | -$2.4M | ﹤0.01% | 1484 |
|
|
2018
Q2 | $3.18M | Sell |
25,394
-29,077
| -53% | -$3.45M | 0.01% | 1132 |
|
|
2018
Q1 | $6.42M | Sell |
54,471
-9,892
| -15% | -$1.19M | 0.02% | 710 |
|
|
2017
Q4 | $7.59M | Buy |
64,363
+34,945
| +119% | +$3.93M | 0.03% | 718 |
|
|
2017
Q3 | $3.12M | Sell |
29,418
-19,160
| -39% | -$2.53M | 0.01% | 1065 |
|
|
2017
Q2 | $6.68M | Sell |
48,578
-10,634
| -18% | -$1.46M | 0.03% | 713 |
|
|
2017
Q1 | $8.1M | Buy |
59,212
+2,948
| +5% | +$375K | 0.04% | 599 |
|
|
2016
Q4 | $6.65M | Buy |
56,264
+18,223
| +48% | +$2.23M | 0.03% | 641 |
|
|
2016
Q3 | $5.12M | Sell |
38,041
-7,062
| -16% | -$936K | 0.03% | 700 |
|
|
2016
Q2 | $5.79M | Sell |
45,103
-1,576
| -3% | -$191K | 0.03% | 594 |
|
|
2016
Q1 | $5.33M | Sell |
46,679
-31,165
| -40% | -$3.28M | 0.03% | 602 |
|
|
2015
Q4 | $8.67M | Buy |
77,844
+10,237
| +15% | +$1.11M | 0.05% | 441 |
|
|
2015
Q3 | $6.57M | Sell |
67,607
-4,461
| -6% | -$443K | 0.06% | 383 |
|
|
2015
Q2 | $7M | Sell |
72,068
-7,986
| -10% | -$779K | 0.06% | 368 |
|
|
2015
Q1 | $7.44M | Sell |
80,054
-11,128
| -12% | -$988K | 0.06% | 355 |
|
|
2014
Q4 | $7.37M | Buy |
+91,182
| New | +$7.05M | 0.07% | 339 |
|
Other funds holding EFX
VCM
VPM
SCP
