Wellington Management Group’s Equifax EFX Stock Holding History

Wellington Management Group’s Portfolio EFX Stock Details EFX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.5M	Sell	28,903 -3,914	-12%	-$1.02M	﹤0.01%	1283
2025 Q1	$7.99M	Sell	32,817 -11,820	-26%	-$2.88M	﹤0.01%	1259
2024 Q4	$11.4M	Sell	44,637 -37,465	-46%	-$9.55M	﹤0.01%	1159
2024 Q3	$24.1M	Sell	82,102 -37,492	-31%	-$11M	﹤0.01%	907
2024 Q2	$29M	Sell	119,594 -17,762	-13%	-$4.31M	0.01%	844
2024 Q1	$36.7M	Sell	137,356 -16,138	-11%	-$4.32M	0.01%	800
2023 Q4	$38M	Sell	153,494 -13,261	-8%	-$3.28M	0.01%	784
2023 Q3	$30.5M	Sell	166,755 -1,798,885	-92%	-$330M	0.01%	838
2023 Q2	$463M	Buy	1,965,640 +261,389	+15%	+$61.5M	0.09%	227
2023 Q1	$346M	Sell	1,704,251 -125,816	-7%	-$25.5M	0.07%	266
2022 Q4	$356M	Buy	1,830,067 +397,897	+28%	+$77.3M	0.07%	266
2022 Q3	$246M	Sell	1,432,170 -4,817	-0.3%	-$826K	0.05%	319
2022 Q2	$263M	Sell	1,436,987 -559,201	-28%	-$102M	0.05%	308
2022 Q1	$473M	Sell	1,996,188 -734,458	-27%	-$174M	0.08%	223
2021 Q4	$800M	Buy	2,730,646 +1,011,659	+59%	+$296M	0.13%	167
2021 Q3	$436M	Sell	1,718,987 -31,360	-2%	-$7.95M	0.07%	250
2021 Q2	$419M	Buy	1,750,347 +983	+0.1%	+$235K	0.07%	261
2021 Q1	$317M	Sell	1,749,364 -1,751,509	-50%	-$317M	0.06%	318
2020 Q4	$675M	Sell	3,500,873 -682,362	-16%	-$132M	0.12%	170
2020 Q3	$656M	Sell	4,183,235 -553,437	-12%	-$86.8M	0.14%	146
2020 Q2	$814M	Sell	4,736,672 -481,019	-9%	-$82.7M	0.18%	126
2020 Q1	$623M	Sell	5,217,691 -238,009	-4%	-$28.4M	0.16%	135
2019 Q4	$764M	Buy	5,455,700 +536,714	+11%	+$75.2M	0.16%	145
2019 Q3	$692M	Buy	4,918,986 +737,543	+18%	+$104M	0.16%	149
2019 Q2	$565M	Buy	4,181,443 +436,524	+12%	+$59M	0.13%	183
2019 Q1	$444M	Sell	3,744,919 -226,917	-6%	-$26.9M	0.1%	213
2018 Q4	$370M	Buy	3,971,836 +289,694	+8%	+$27M	0.09%	227
2018 Q3	$481M	Buy	3,682,142 +465,112	+14%	+$60.7M	0.1%	215
2018 Q2	$402M	Sell	3,217,030 -275,392	-8%	-$34.5M	0.09%	232
2018 Q1	$411M	Sell	3,492,422 -280,664	-7%	-$33.1M	0.09%	231
2017 Q4	$445M	Sell	3,773,086 -502,346	-12%	-$59.2M	0.1%	223
2017 Q3	$453M	Sell	4,275,432 -900,970	-17%	-$95.5M	0.1%	209
2017 Q2	$711M	Sell	5,176,402 -174,840	-3%	-$24M	0.17%	145
2017 Q1	$732M	Buy	5,351,242 +134,056	+3%	+$18.3M	0.18%	139
2016 Q4	$617M	Sell	5,217,186 -206,302	-4%	-$24.4M	0.15%	155
2016 Q3	$730M	Sell	5,423,488 -249,943	-4%	-$33.6M	0.18%	130
2016 Q2	$728M	Sell	5,673,431 -337,175	-6%	-$43.3M	0.19%	127
2016 Q1	$687M	Sell	6,010,606 -1,028,875	-15%	-$118M	0.18%	125
2015 Q4	$784M	Sell	7,039,481 -525,197	-7%	-$58.5M	0.21%	115
2015 Q3	$735M	Sell	7,564,678 -936,325	-11%	-$91M	0.21%	112
2015 Q2	$825M	Sell	8,501,003 -1,366,399	-14%	-$133M	0.21%	111
2015 Q1	$918M	Sell	9,867,402 -2,546,658	-21%	-$237M	0.24%	93
2014 Q4	$1B	Sell	12,414,060 -440,601	-3%	-$35.6M	0.27%	88
2014 Q3	$961M	Sell	12,854,661 -192,524	-1%	-$14.4M	0.26%	85
2014 Q2	$946M	Buy	13,047,185 +459,704	+4%	+$33.3M	0.25%	92
2014 Q1	$856M	Buy	12,587,481 +548,928	+5%	+$37.3M	0.24%	99
2013 Q4	$832M	Buy	12,038,553 +4,525,478	+60%	+$313M	0.24%	99
2013 Q3	$450M	Buy	7,513,075 +667,006	+10%	+$39.9M	0.14%	170
2013 Q2	$403M	Buy	+6,846,069	New	+$403M	0.13%	173