Whittier Trust’s Equifax EFX Stock Holding History

Whittier Trust’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	974 +306	+46%	+$79.4K	﹤0.01%	610
2025 Q1	$163K	Sell	668 -15	-2%	-$3.65K	﹤0.01%	689
2024 Q4	$174K	Sell	683 -10	-1%	-$2.55K	﹤0.01%	687
2024 Q3	$204K	Buy	693 +24	+4%	+$7.05K	﹤0.01%	677
2024 Q2	$162K	Hold	669	–	–	﹤0.01%	681
2024 Q1	$179K	Hold	669	–	–	﹤0.01%	669
2023 Q4	$165K	Sell	669 -34	-5%	-$8.41K	﹤0.01%	672
2023 Q3	$129K	Buy	703 +35	+5%	+$6.41K	﹤0.01%	710
2023 Q2	$157K	Hold	668	–	–	﹤0.01%	683
2023 Q1	$135K	Hold	668	–	–	﹤0.01%	738
2022 Q4	$130K	Sell	668 -3	-0.4%	-$583	﹤0.01%	752
2022 Q3	$115K	Sell	671 -1,000	-60%	-$171K	﹤0.01%	761
2022 Q2	$305K	Hold	1,671	–	–	0.01%	550
2022 Q1	$396K	Buy	1,671 +3	+0.2%	+$711	0.01%	534
2021 Q4	$488K	Buy	1,668 +456	+38%	+$133K	0.01%	489
2021 Q3	$307K	Sell	1,212 -165	-12%	-$41.8K	0.01%	559
2021 Q2	$330K	Hold	1,377	–	–	0.01%	550
2021 Q1	$249K	Sell	1,377 -24	-2%	-$4.34K	﹤0.01%	599
2020 Q4	$271K	Buy	1,401 +165	+13%	+$31.9K	0.01%	539
2020 Q3	$194K	Hold	1,236	–	–	﹤0.01%	575
2020 Q2	$212K	Sell	1,236 -9	-0.7%	-$1.54K	0.01%	535
2020 Q1	$149K	Buy	1,245 +24	+2%	+$2.87K	﹤0.01%	580
2019 Q4	$171K	Hold	1,221	–	–	﹤0.01%	586
2019 Q3	$172K	Buy	1,221 +212	+21%	+$29.9K	﹤0.01%	574
2019 Q2	$136K	Hold	1,009	–	–	﹤0.01%	598
2019 Q1	$120K	Buy	1,009 +9	+0.9%	+$1.07K	﹤0.01%	619
2018 Q4	$93K	Hold	1,000	–	–	﹤0.01%	647
2018 Q3	$131K	Hold	1,000	–	–	﹤0.01%	587
2018 Q2	$125K	Hold	1,000	–	–	﹤0.01%	586
2018 Q1	$118K	Hold	1,000	–	–	﹤0.01%	611
2017 Q4	$118K	Hold	1,000	–	–	﹤0.01%	592
2017 Q3	$106K	Hold	1,000	–	–	﹤0.01%	598
2017 Q2	$137K	Hold	1,000	–	–	0.01%	526
2017 Q1	$137K	Hold	1,000	–	–	0.01%	528
2016 Q4	$118K	Hold	1,000	–	–	0.01%	552
2016 Q3	$135K	Hold	1,000	–	–	0.01%	517
2016 Q2	$128K	Hold	1,000	–	–	0.01%	538
2016 Q1	$114K	Hold	1,000	–	–	0.01%	560
2015 Q4	$111K	Hold	1,000	–	–	0.01%	568
2015 Q3	$97K	Hold	1,000	–	–	﹤0.01%	584
2015 Q2	$97K	Hold	1,000	–	–	﹤0.01%	604
2015 Q1	$93K	Hold	1,000	–	–	﹤0.01%	606
2014 Q4	$81K	Hold	1,000	–	–	﹤0.01%	581
2014 Q3	$75K	Hold	1,000	–	–	﹤0.01%	589
2014 Q2	$73K	Hold	1,000	–	–	﹤0.01%	598
2014 Q1	$68K	Hold	1,000	–	–	﹤0.01%	614
2013 Q4	$69K	Hold	1,000	–	–	﹤0.01%	613
2013 Q3	$60K	Hold	1,000	–	–	﹤0.01%	633
2013 Q2	$59K	Buy	+1,000	New	+$59K	﹤0.01%	628