Sit Investment Associates’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 | $78K | Hold |
435
| – | – | ﹤0.01% | 465 |
|
|
2025
Q4 | $94K | Sell |
435
-1,395
| -76% | -$305K | ﹤0.01% | 474 |
|
|
2025
Q3 | $469K | Hold |
1,830
| – | – | 0.01% | 415 |
|
|
2025
Q2 | $475K | Hold |
1,830
| – | – | 0.01% | 418 |
|
|
2025
Q1 | $446K | Sell |
1,830
-50
| -3% | -$12.6K | 0.01% | 422 |
|
|
2024
Q4 | $479K | Sell |
1,880
-950
| -34% | -$255K | 0.01% | 426 |
|
|
2024
Q3 | $832K | Sell |
2,830
-375
| -12% | -$106K | 0.02% | 396 |
|
|
2024
Q2 | $777K | Sell |
3,205
-130
| -4% | -$31K | 0.02% | 377 |
|
|
2024
Q1 | $892K | Buy |
3,335
+25
| +0.8% | +$6.36K | 0.02% | 366 |
|
|
2023
Q4 | $819K | Sell |
3,310
-190
| -5% | -$38.5K | 0.02% | 371 |
|
|
2023
Q3 | $641K | Sell |
3,500
-5,975
| -63% | -$1.22M | 0.02% | 376 |
|
|
2023
Q2 | $2.23M | Sell |
9,475
-9,610
| -50% | -$2.02M | 0.06% | 278 |
|
|
2023
Q1 | $3.87M | Sell |
19,085
-850
| -4% | -$177K | 0.11% | 215 |
|
|
2022
Q4 | $3.88M | Sell |
19,935
-1,897
| -9% | -$347K | 0.11% | 211 |
|
|
2022
Q3 | $3.74M | Sell |
21,832
-2,880
| -12% | -$564K | 0.11% | 192 |
|
|
2022
Q2 | $4.52M | Sell |
24,712
-18,200
| -42% | -$3.64M | 0.14% | 179 |
|
|
2022
Q1 | $10.2M | Buy |
42,912
+30,387
| +243% | +$7.16M | 0.27% | 114 |
|
|
2021
Q4 | $3.67M | Buy |
12,525
+3,075
| +33% | +$856K | 0.09% | 249 |
|
|
2021
Q3 | $2.4M | Buy |
9,450
+8,180
| +644% | +$2.13M | 0.06% | 279 |
|
|
2021
Q2 | $304K | Hold |
1,270
| – | – | 0.01% | 441 |
|
|
2021
Q1 | $230K | Hold |
1,270
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $245K | Sell |
1,270
-340
| -21% | -$57.2K | 0.01% | 442 |
|
|
2020
Q3 | $253K | Buy |
1,610
+175
| +12% | +$28.7K | 0.01% | 421 |
|
|
2020
Q2 | $247K | Sell |
1,435
-115
| -7% | -$17K | 0.01% | 415 |
|
|
2020
Q1 | $185K | Buy |
1,550
+175
| +13% | +$25.5K | 0.01% | 429 |
|
|
2019
Q4 | $193K | Buy |
+1,375
| New | +$190K | 0.01% | 445 |
|
|
2017
Q3 | – | Sell |
-41,705
| Closed | -$5.73M | – | 664 |
|
|
2017
Q2 | $5.73M | Sell |
41,705
-1,000
| -2% | -$137K | 0.14% | 163 |
|
|
2017
Q1 | $5.84M | Sell |
42,705
-100
| -0.2% | -$12.7K | 0.15% | 161 |
|
|
2016
Q4 | $5.06M | Sell |
42,805
-2,925
| -6% | -$358K | 0.13% | 175 |
|
|
2016
Q3 | $6.15M | Sell |
45,730
-6,250
| -12% | -$829K | 0.16% | 155 |
|
|
2016
Q2 | $6.67M | Sell |
51,980
-10,800
| -17% | -$1.31M | 0.18% | 145 |
|
|
2016
Q1 | $7.17M | Sell |
62,780
-800
| -1% | -$84.2K | 0.13% | 140 |
|
|
2015
Q4 | $7.08M | Sell |
63,580
-3,350
| -5% | -$362K | 0.13% | 144 |
|
|
2015
Q3 | $6.5M | Sell |
66,930
-183,900
| -73% | -$18.3M | 0.12% | 143 |
|
|
2015
Q2 | $24.4M | Sell |
250,830
-125,475
| -33% | -$12.2M | 0.45% | 91 |
|
|
2015
Q1 | $35M | Sell |
376,305
-69,550
| -16% | -$6.17M | 0.61% | 65 |
|
|
2014
Q4 | $36.1M | Sell |
445,855
-6,775
| -1% | -$524K | 0.6% | 64 |
|
|
2014
Q3 | $33.8M | Sell |
452,630
-325
| -0.1% | -$24.7K | 0.59% | 63 |
|
|
2014
Q2 | $32.9M | Buy |
452,955
+53,845
| +13% | +$3.78M | 0.56% | 61 |
|
|
2014
Q1 | $27.2M | Buy |
+399,110
| New | +$27.9M | 0.48% | 73 |
|
Other funds holding EFX
VCM
VPM
SCP
