SEI Investments’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.9M Buy
173,116
+17,360
+11% +$4.5M 0.05% 378
2025
Q1
$37.9M Sell
155,756
-23,090
-13% -$5.62M 0.05% 408
2024
Q4
$45.6M Buy
178,846
+10,713
+6% +$2.73M 0.06% 348
2024
Q3
$49.4M Buy
168,133
+1,731
+1% +$509K 0.06% 325
2024
Q2
$40.3M Buy
166,402
+19,817
+14% +$4.8M 0.06% 352
2024
Q1
$39.2M Buy
146,585
+12,866
+10% +$3.44M 0.06% 361
2023
Q4
$33.1M Buy
133,719
+70,558
+112% +$17.4M 0.05% 387
2023
Q3
$11.6M Buy
63,161
+4,367
+7% +$800K 0.02% 777
2023
Q2
$13.8M Sell
58,794
-12
-0% -$2.82K 0.02% 713
2023
Q1
$11.9M Buy
58,806
+32,590
+124% +$6.61M 0.02% 753
2022
Q4
$5.09M Sell
26,216
-30,244
-54% -$5.88M 0.01% 1045
2022
Q3
$9.68M Sell
56,460
-1,597
-3% -$274K 0.02% 778
2022
Q2
$10.6M Buy
58,057
+40,648
+233% +$7.42M 0.02% 752
2022
Q1
$4.14M Buy
17,409
+134
+0.8% +$31.9K 0.01% 1208
2021
Q4
$5.06M Buy
17,275
+2,010
+13% +$588K 0.01% 1134
2021
Q3
$3.91M Sell
15,265
-1,519
-9% -$389K 0.01% 1213
2021
Q2
$4.04M Buy
16,784
+391
+2% +$94K 0.01% 1195
2021
Q1
$3.02M Sell
16,393
-316
-2% -$58.2K 0.01% 1273
2020
Q4
$3.24M Sell
16,709
-18,724
-53% -$3.63M 0.01% 1159
2020
Q3
$5.58M Buy
35,433
+2,183
+7% +$344K 0.02% 823
2020
Q2
$5.74M Sell
33,250
-2,027
-6% -$350K 0.02% 797
2020
Q1
$4.19M Buy
35,277
+20,306
+136% +$2.41M 0.02% 839
2019
Q4
$2.1M Buy
14,971
+87
+0.6% +$12.2K 0.01% 1323
2019
Q3
$2.09M Sell
14,884
-622
-4% -$87.5K 0.01% 1314
2019
Q2
$2.1M Buy
15,506
+4,731
+44% +$640K 0.01% 1313
2019
Q1
$1.28M Buy
10,775
+10,375
+2,594% +$1.23M ﹤0.01% 1501
2018
Q4
$52K Sell
400
-6,602
-94% -$858K ﹤0.01% 2331
2018
Q3
$913K Sell
7,002
-18,392
-72% -$2.4M ﹤0.01% 1483
2018
Q2
$3.18M Sell
25,394
-29,077
-53% -$3.64M 0.01% 1130
2018
Q1
$6.42M Sell
54,471
-9,892
-15% -$1.17M 0.02% 710
2017
Q4
$7.59M Buy
64,363
+34,945
+119% +$4.12M 0.03% 718
2017
Q3
$3.12M Sell
29,418
-19,160
-39% -$2.03M 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% +$403K 0.04% 599
2016
Q4
$6.65M Buy
56,264
+18,223
+48% +$2.15M 0.03% 641
2016
Q3
$5.12M Sell
38,041
-7,062
-16% -$950K 0.03% 700
2016
Q2
$5.79M Sell
45,103
-1,576
-3% -$202K 0.03% 594
2016
Q1
$5.34M Sell
46,679
-31,165
-40% -$3.56M 0.03% 602
2015
Q4
$8.67M Buy
77,844
+10,237
+15% +$1.14M 0.05% 441
2015
Q3
$6.57M Sell
67,607
-4,461
-6% -$434K 0.06% 383
2015
Q2
$7M Sell
72,068
-7,986
-10% -$775K 0.06% 368
2015
Q1
$7.44M Sell
80,054
-11,128
-12% -$1.03M 0.06% 355
2014
Q4
$7.37M Buy
+91,182
New +$7.37M 0.07% 339