World Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $642K | Sell |
2,532
-273
| -10% | -$71K | 0.06% | 313 |
|
|
2021
Q2 | $672K | Sell |
2,805
-157
| -5% | -$35.1K | 0.06% | 316 |
|
|
2021
Q1 | $679K | Sell |
2,962
-219
| -7% | -$38.7K | 0.06% | 325 |
|
|
2020
Q4 | $613K | Sell |
3,181
-177
| -5% | -$29.8K | 0.06% | 326 |
|
|
2020
Q3 | $527K | Sell |
3,358
-25
| -0.7% | -$4.09K | 0.06% | 329 |
|
|
2020
Q2 | $581K | Sell |
3,383
-1,800
| -35% | -$267K | 0.06% | 291 |
|
|
2020
Q1 | $619K | Sell |
5,183
-3,539
| -41% | -$515K | 0.05% | 338 |
|
|
2019
Q4 | $1.22M | Buy |
8,722
+74
| +0.9% | +$10.3K | 0.06% | 328 |
|
|
2019
Q3 | $1.22M | Buy |
8,648
+141
| +2% | +$19.9K | 0.06% | 330 |
|
|
2019
Q2 | $1.15M | Buy |
8,507
+826
| +11% | +$104K | 0.06% | 343 |
|
|
2019
Q1 | $910K | Buy |
7,681
+474
| +7% | +$50.6K | 0.05% | 416 |
|
|
2018
Q4 | $671K | Sell |
7,207
-279
| -4% | -$29.7K | 0.04% | 464 |
|
|
2018
Q3 | $977K | Buy |
7,486
+16
| +0.2% | +$2.08K | 0.05% | 437 |
|
|
2018
Q2 | $935K | Sell |
7,470
-691
| -8% | -$81.9K | 0.05% | 464 |
|
|
2018
Q1 | $961K | Sell |
8,161
-2,692
| -25% | -$323K | 0.05% | 487 |
|
|
2017
Q4 | $1.28M | Sell |
10,853
-788
| -7% | -$88.6K | 0.04% | 499 |
|
|
2017
Q3 | $1.23M | Sell |
11,641
-121
| -1% | -$16K | 0.04% | 519 |
|
|
2017
Q2 | $1.62M | Sell |
11,762
-1,418
| -11% | -$195K | 0.06% | 414 |
|
|
2017
Q1 | $1.8M | Buy |
13,180
+2,195
| +20% | +$279K | 0.06% | 400 |
|
|
2016
Q4 | $1.3M | Sell |
10,985
-895
| -8% | -$109K | 0.05% | 459 |
|
|
2016
Q3 | $1.6M | Buy |
11,880
+271
| +2% | +$35.9K | 0.06% | 415 |
|
|
2016
Q2 | $1.49M | Buy |
11,609
+142
| +1% | +$17.2K | 0.06% | 417 |
|
|
2016
Q1 | $1.31M | Sell |
11,467
-1,391
| -11% | -$146K | 0.05% | 439 |
|
|
2015
Q4 | $1.43M | Buy |
12,858
+304
| +2% | +$32.8K | 0.05% | 429 |
|
|
2015
Q3 | $1.22M | Buy |
12,554
+113
| +0.9% | +$11.2K | 0.05% | 458 |
|
|
2015
Q2 | $1.21M | Sell |
12,441
-1,387
| -10% | -$135K | 0.05% | 477 |
|
|
2015
Q1 | $1.29M | Sell |
13,828
-262
| -2% | -$23.3K | 0.04% | 493 |
|
|
2014
Q4 | $1.14M | Sell |
14,090
-3,123
| -18% | -$242K | 0.04% | 538 |
|
|
2014
Q3 | $1.29M | Buy |
17,213
+830
| +5% | +$63.2K | 0.04% | 530 |
|
|
2014
Q2 | $1.19M | Sell |
16,383
-175
| -1% | -$12.3K | 0.04% | 563 |
|
|
2014
Q1 | $1.13M | Sell |
16,558
-2,201
| -12% | -$154K | 0.04% | 576 |
|
|
2013
Q4 | $1.3M | Sell |
18,759
-3,028
| -14% | -$197K | 0.04% | 579 |
|
|
2013
Q3 | $1.3M | Sell |
21,787
-2,417
| -10% | -$149K | 0.03% | 621 |
|
|
2013
Q2 | $1.43M | Buy |
+24,204
| New | +$1.46M | 0.03% | 604 |
|
Other funds holding EFX
GIM
