UBS AM’s Equifax EFX Stock Holding History

UBS AM’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$197M	Buy	1,093,161 +20,088	+2%	+$3.99M	0.04%	368
2025 Q4	$233M	Buy	1,073,073 +18,390	+2%	+$4.03M	0.05%	324
2025 Q3	$271M	Sell	1,054,683 -110,850	-10%	-$27.9M	0.06%	292
2025 Q2	$302M	Sell	1,165,533 -153,381	-12%	-$39M	0.06%	291
2025 Q1	$321M	Buy	1,318,914 +472,861	+56%	+$119M	0.08%	256
2024 Q4	$216M	Buy	846,053 +90,759	+12%	+$24.3M	0.05%	347
2024 Q3	$222M	Sell	755,294 -32,948	-4%	-$9.29M	0.06%	321
2024 Q2	$191M	Buy	788,242 +365,255	+86%	+$87.1M	0.05%	313
2024 Q1	$113M	Sell	422,987 -184,496	-30%	-$47M	0.04%	422
2023 Q4	$150M	Buy	607,483 +22,442	+4%	+$4.55M	0.06%	330
2023 Q3	$107M	Buy	585,041 +230,909	+65%	+$47.1M	0.05%	387
2023 Q2	$71.8M	Hold	354,132	–	–	0.03%	473
2023 Q1	$71.8M	Buy	354,132 +6,235	+2%	+$1.3M	0.03%	473
2022 Q4	$67.6M	Sell	347,897 -1,294	-0.4%	-$236K	0.04%	470
2022 Q3	$59.9M	Sell	349,191 -21,695	-6%	-$4.25M	0.03%	492
2022 Q2	$67.8M	Sell	370,886 -22,666	-6%	-$4.54M	0.04%	476
2022 Q1	$93.3M	Sell	393,552 -19,303	-5%	-$4.55M	0.04%	455
2021 Q4	$121M	Buy	412,855 +692	+0.2%	+$193K	0.05%	407
2021 Q3	$104M	Buy	412,163 +1,089	+0.3%	+$283K	0.04%	421
2021 Q2	$98.5M	Buy	411,074 +2,753	+0.7%	+$615K	0.04%	440
2021 Q1	$74M	Buy	408,321 +41,354	+11%	+$7.3M	0.03%	506
2020 Q4	$70.8M	Buy	366,967 +27,732	+8%	+$4.66M	0.03%	491
2020 Q3	$53.2M	Buy	339,235 +1,974	+0.6%	+$323K	0.03%	507
2020 Q2	$58M	Sell	337,261 -33,775	-9%	-$5M	0.04%	452
2020 Q1	$44.3M	Buy	371,036 +25,227	+7%	+$3.67M	0.03%	475
2019 Q4	$48.5M	Buy	345,809 +4,492	+1%	+$622K	0.03%	542
2019 Q3	$48M	Sell	341,317 -1,889	-0.6%	-$266K	0.03%	520
2019 Q2	$46.4M	Sell	343,206 -2,108	-0.6%	-$264K	0.03%	549
2019 Q1	$40.9M	Buy	345,314 +5,333	+2%	+$569K	0.03%	551
2018 Q4	$31.7M	Buy	339,981 +4,038	+1%	+$430K	0.03%	592
2018 Q3	$43.9M	Sell	335,943 -1,107	-0.3%	-$144K	0.03%	544
2018 Q2	$42.2M	Sell	337,050 -8,387	-2%	-$994K	0.03%	563
2018 Q1	$40.7M	Buy	345,437 +25,869	+8%	+$3.11M	0.03%	562
2017 Q4	$37.7M	Sell	319,568 -6,466	-2%	-$727K	0.03%	542
2017 Q3	$34.6M	Sell	326,034 -109,043	-25%	-$14.4M	0.03%	552
2017 Q2	$59.8M	Buy	435,077 +31,054	+8%	+$4.26M	0.06%	366
2017 Q1	$55.2M	Buy	404,023 +118,212	+41%	+$15M	0.06%	363
2016 Q4	$33.8M	Sell	285,811 -2,663	-0.9%	-$325K	0.04%	496
2016 Q3	$38.8M	Sell	288,474 -3,762	-1%	-$499K	0.04%	453
2016 Q2	$37.5M	Sell	292,236 -3,636	-1%	-$440K	0.04%	444
2016 Q1	$33.8M	Buy	295,872 +11,816	+4%	+$1.24M	0.04%	466
2015 Q4	$31.6M	Sell	284,056 -53,122	-16%	-$5.74M	0.04%	499
2015 Q3	$32.8M	Sell	337,178 -46,865	-12%	-$4.66M	0.04%	514
2015 Q2	$37.3M	Sell	384,043 -3,582	-0.9%	-$349K	0.04%	506
2015 Q1	$36M	Sell	387,625 -10,390	-3%	-$922K	0.03%	518
2014 Q4	$32.2M	Sell	398,015 -2,818	-0.7%	-$218K	0.03%	563
2014 Q3	$30M	Buy	400,833 +6,657	+2%	+$507K	0.03%	575
2014 Q2	$28.6M	Buy	394,176 +4,834	+1%	+$339K	0.03%	575
2014 Q1	$26.5M	Buy	389,342 +30,257	+8%	+$2.12M	0.03%	575
2013 Q4	$24.8M	Sell	359,085 -5,108	-1%	-$332K	0.03%	572
2013 Q3	$21.8M	Buy	364,193 +22,624	+7%	+$1.39M	0.03%	577
2013 Q2	$20.1M	Buy	+341,569	New	+$20.6M	0.03%	566