Silvercrest Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
2,425
+8
| +0.3% | +$2.08K | ﹤0.01% | 680 |
|
|
2025
Q1 | $589K | Hold |
2,417
| – | – | ﹤0.01% | 673 |
|
|
2024
Q4 | $616K | Hold |
2,417
| – | – | ﹤0.01% | 662 |
|
|
2024
Q3 | $710K | Sell |
2,417
-500
| -17% | -$147K | ﹤0.01% | 608 |
|
|
2024
Q2 | $707K | Hold |
2,917
| – | – | ﹤0.01% | 668 |
|
|
2024
Q1 | $780K | Sell |
2,917
-49
| -2% | -$13.1K | 0.01% | 646 |
|
|
2023
Q4 | $733K | Buy |
2,966
+315
| +12% | +$77.9K | 0.01% | 621 |
|
|
2023
Q3 | $486K | Hold |
2,651
| – | – | ﹤0.01% | 685 |
|
|
2023
Q2 | $624K | Buy |
2,651
+5
| +0.2% | +$1.18K | ﹤0.01% | 653 |
|
|
2023
Q1 | $537K | Hold |
2,646
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $514K | Hold |
2,646
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $454K | Hold |
2,646
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $484K | Sell |
2,646
-4
| -0.2% | -$732 | ﹤0.01% | 646 |
|
|
2022
Q1 | $628K | Sell |
2,650
-212
| -7% | -$50.2K | ﹤0.01% | 658 |
|
|
2021
Q4 | $838K | Hold |
2,862
| – | – | 0.01% | 604 |
|
|
2021
Q3 | $725K | Hold |
2,862
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $685K | Sell |
2,862
-11
| -0.4% | -$2.63K | ﹤0.01% | 624 |
|
|
2021
Q1 | $520K | Buy |
2,873
+11
| +0.4% | +$1.99K | ﹤0.01% | 658 |
|
|
2020
Q4 | $552K | Buy |
2,862
+208
| +8% | +$40.1K | ﹤0.01% | 617 |
|
|
2020
Q3 | $416K | Buy |
2,654
+8
| +0.3% | +$1.25K | ﹤0.01% | 627 |
|
|
2020
Q2 | $455K | Hold |
2,646
| – | – | ﹤0.01% | 618 |
|
|
2020
Q1 | $316K | Hold |
2,646
| – | – | ﹤0.01% | 615 |
|
|
2019
Q4 | $371K | Sell |
2,646
-447
| -14% | -$62.7K | ﹤0.01% | 632 |
|
|
2019
Q3 | $435K | Hold |
3,093
| – | – | ﹤0.01% | 598 |
|
|
2019
Q2 | $418K | Hold |
3,093
| – | – | ﹤0.01% | 453 |
|
|
2019
Q1 | $367K | Hold |
3,093
| – | – | ﹤0.01% | 457 |
|
|
2018
Q4 | $288K | Sell |
3,093
-176
| -5% | -$16.4K | ﹤0.01% | 444 |
|
|
2018
Q3 | $427K | Hold |
3,269
| – | – | ﹤0.01% | 423 |
|
|
2018
Q2 | $409K | Hold |
3,269
| – | – | ﹤0.01% | 424 |
|
|
2018
Q1 | $385K | Hold |
3,269
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $385K | Hold |
3,269
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $346K | Sell |
3,269
-2,700
| -45% | -$286K | ﹤0.01% | 454 |
|
|
2017
Q2 | $820K | Hold |
5,969
| – | – | 0.01% | 363 |
|
|
2017
Q1 | $816K | Hold |
5,969
| – | – | 0.01% | 363 |
|
|
2016
Q4 | $706K | Sell |
5,969
-83
| -1% | -$9.82K | 0.01% | 381 |
|
|
2016
Q3 | $814K | Hold |
6,052
| – | – | 0.01% | 360 |
|
|
2016
Q2 | $777K | Hold |
6,052
| – | – | 0.01% | 361 |
|
|
2016
Q1 | $692K | Hold |
6,052
| – | – | 0.01% | 377 |
|
|
2015
Q4 | $674K | Hold |
6,052
| – | – | 0.01% | 397 |
|
|
2015
Q3 | $588K | Hold |
6,052
| – | – | 0.01% | 367 |
|
|
2015
Q2 | $588K | Hold |
6,052
| – | – | 0.01% | 387 |
|
|
2015
Q1 | $563K | Hold |
6,052
| – | – | 0.01% | 366 |
|
|
2014
Q4 | $489K | Hold |
6,052
| – | – | 0.01% | 365 |
|
|
2014
Q3 | $452K | Hold |
6,052
| – | – | 0.01% | 368 |
|
|
2014
Q2 | $439K | Hold |
6,052
| – | – | 0.01% | 370 |
|
|
2014
Q1 | $412K | Hold |
6,052
| – | – | 0.01% | 361 |
|
|
2013
Q4 | $418K | Hold |
6,052
| – | – | 0.01% | 365 |
|
|
2013
Q3 | $362K | Hold |
6,052
| – | – | 0.01% | 368 |
|
|
2013
Q2 | $357K | Buy |
+6,052
| New | +$357K | 0.01% | 360 |
|