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 |
|