Wellington Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Sell |
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|
2025
Q1 | $7.99M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $29M | Sell |
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|
2024
Q1 | $36.7M | Sell |
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|
2023
Q4 | $38M | Sell |
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|
2023
Q3 | $30.5M | Sell |
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|
2023
Q2 | $463M | Buy |
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|
2023
Q1 | $346M | Sell |
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|
2022
Q4 | $356M | Buy |
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|
2022
Q3 | $246M | Sell |
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|
2022
Q2 | $263M | Sell |
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|
2022
Q1 | $473M | Sell |
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|
2021
Q4 | $800M | Buy |
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|
2021
Q3 | $436M | Sell |
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|
2021
Q2 | $419M | Buy |
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|
2021
Q1 | $317M | Sell |
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|
2020
Q4 | $675M | Sell |
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|
2020
Q3 | $656M | Sell |
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|
2020
Q2 | $814M | Sell |
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|
2020
Q1 | $623M | Sell |
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|
2019
Q4 | $764M | Buy |
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|
2019
Q3 | $692M | Buy |
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|
2019
Q2 | $565M | Buy |
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|
2019
Q1 | $444M | Sell |
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|
2018
Q4 | $370M | Buy |
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|
2018
Q3 | $481M | Buy |
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|
2018
Q2 | $402M | Sell |
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|
2018
Q1 | $411M | Sell |
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|
2017
Q4 | $445M | Sell |
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|
2017
Q3 | $453M | Sell |
|
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|
2017
Q2 | $711M | Sell |
|
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|
2017
Q1 | $732M | Buy |
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|
2016
Q4 | $617M | Sell |
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|
2016
Q3 | $730M | Sell |
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|
2016
Q2 | $728M | Sell |
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|
2016
Q1 | $687M | Sell |
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|
2015
Q4 | $784M | Sell |
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|
2015
Q3 | $735M | Sell |
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|
2015
Q2 | $825M | Sell |
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|
2015
Q1 | $918M | Sell |
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|
2014
Q4 | $1B | Sell |
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|
2014
Q3 | $961M | Sell |
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|
2014
Q2 | $946M | Buy |
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|
2014
Q1 | $856M | Buy |
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|
2013
Q4 | $832M | Buy |
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|
2013
Q3 | $450M | Buy |
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|
2013
Q2 | $403M | Buy |
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