United Capital Financial Advisers, LLC Equifax Inc Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Equifax Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,201 shares of EFX stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,201

Previous 3,960 6.09%

Holding current value

$1.09 Million

Previous $1.16 Million 7.92%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$245.03 - $293.5 $59,052 - $70,733	241 Added 6.09%	4,201 $1.07 Million
Q3 2024 Nov 12, 2024	BUY	$236.42 - $307.13 $50,357 - $65,418	213 Added 5.68%	3,960 $1.16 Million
Q2 2024 Aug 14, 2024	BUY	$216.2 - $262.74 $99,884 - $121,385	462 Added 14.06%	3,747 $908,000
Q1 2024 May 15, 2024	BUY	$233.03 - $273.59 $35,653 - $41,859	153 Added 4.89%	3,285 $878,000
Q4 2023 Feb 14, 2024	SELL	$162.68 - $250.41 $14,803 - $22,787	-91 Reduced 2.82%	3,132 $774,000
Q3 2023 Nov 14, 2023	SELL	$180.36 - $237.81 $114,528 - $151,009	-635 Reduced 16.46%	3,223 $590,000
Q2 2023 Aug 14, 2023	BUY	$194.8 - $235.3 $427,780 - $516,718	2,196 Added 132.13%	3,858 $907,000
Q1 2023 Aug 14, 2023	SELL	$193.14 - $230.65 $424,135 - $506,507	-2,196 Reduced 56.92%	1,662 $337,000
Q1 2023 May 15, 2023	BUY	$193.14 - $230.65 $42,877 - $51,204	222 Added 15.42%	1,662 $337,000
Q4 2022 Feb 14, 2023	BUY	$150.24 - $207.1 $13,221 - $18,224	88 Added 6.51%	1,440 $279,000
Q3 2022 Nov 14, 2022	SELL	$167.1 - $222.33 $14,203 - $18,898	-85 Reduced 5.92%	1,352 $232,000
Q2 2022 Aug 11, 2022	BUY	$170.35 - $234.5 $4,429 - $6,097	26 Added 1.84%	1,437 $263,000
Q1 2022 May 16, 2022	BUY	$208.16 - $285.61 $11,240 - $15,422	54 Added 3.98%	1,411 $334,000
Q4 2021 Feb 14, 2022	BUY	$253.4 - $297.05 $6,335 - $7,426	25 Added 1.88%	1,357 $397,000
Q3 2021 Nov 15, 2021	SELL	$241.17 - $278.28 $4,099 - $4,730	-17 Reduced 1.26%	1,332 $337,000
Q2 2021 Aug 13, 2021	SELL	$181.59 - $239.85 $8,716 - $11,512	-48 Reduced 3.44%	1,349 $323,000
Q1 2021 May 14, 2021	SELL	$161.88 - $189.88 $3,075 - $3,607	-19 Reduced 1.34%	1,397 $253,000
Q4 2020 Feb 17, 2021	BUY	$136.6 - $195.17 $193,425 - $276,360	1,416 New	1,416 $273,000
Q1 2020 May 15, 2020	SELL	$104.62 - $162.96 $181,201 - $282,246	-1,732 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$133.25 - $146.7 $22,652 - $24,938	170 Added 10.88%	1,732 $243,000
Q3 2019 Feb 14, 2020	BUY	$134.68 - $146.78 $210,370 - $229,270	1,562 New	1,562 $220,000
Q3 2019 Nov 14, 2019	SELL	$134.68 - $146.78 $206,868 - $225,454	-1,536 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$116.43 - $135.24 $178,836 - $207,728	1,536 New	1,536 $208,000
Q3 2017 Nov 14, 2017	SELL	$92.98 - $146.26 $173,965 - $273,652	-1,871 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,871	1,871 $257,000

Others Institutions Holding EFX

# of Institutions

901

Shares Held

113M

Call Options Held

283K

Put Options Held

120K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $31.7B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

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United Capital Financial Advisers, LLC Equifax Inc Transaction History