Aperio Group’s Equifax EFX Stock Holding History

Aperio Group’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$9.71M	Buy	50,356 +946	+2%	+$182K	0.03%	575
2020 Q3	$7.75M	Sell	49,410 -1,277	-3%	-$200K	0.03%	560
2020 Q2	$8.71M	Sell	50,687 -1,205	-2%	-$207K	0.03%	512
2020 Q1	$6.2M	Buy	51,892 +7,292	+16%	+$871K	0.03%	569
2019 Q4	$6.25M	Buy	44,600 +2,533	+6%	+$355K	0.02%	659
2019 Q3	$5.92M	Buy	42,067 +1,343	+3%	+$189K	0.02%	652
2019 Q2	$5.51M	Buy	40,724 +802	+2%	+$108K	0.02%	678
2019 Q1	$4.73M	Sell	39,922 -132	-0.3%	-$15.6K	0.02%	724
2018 Q4	$3.73M	Sell	40,054 -5,710	-12%	-$532K	0.02%	752
2018 Q3	$5.98M	Buy	45,764 +2,329	+5%	+$304K	0.03%	619
2018 Q2	$5.43M	Sell	43,435 -581	-1%	-$72.7K	0.03%	630
2018 Q1	$5.19M	Buy	44,016 +1,949	+5%	+$230K	0.03%	638
2017 Q4	$4.96M	Buy	42,067 +8,087	+24%	+$954K	0.03%	643
2017 Q3	$3.6M	Buy	33,980 +200	+0.6%	+$21.2K	0.02%	720
2017 Q2	$4.64M	Buy	33,780 +2,308	+7%	+$317K	0.03%	619
2017 Q1	$4.3M	Buy	31,472 +2,661	+9%	+$364K	0.03%	606
2016 Q4	$3.41M	Sell	28,811 -5,343	-16%	-$632K	0.03%	638
2016 Q3	$4.6M	Buy	34,154 +3,490	+11%	+$470K	0.03%	567
2016 Q2	$3.94M	Buy	30,664 +267	+0.9%	+$34.3K	0.03%	587
2016 Q1	$3.47M	Buy	30,397 +4,308	+17%	+$492K	0.03%	606
2015 Q4	$2.91M	Buy	26,089 +2,503	+11%	+$279K	0.03%	622
2015 Q3	$2.29M	Buy	23,586 +2,883	+14%	+$280K	0.02%	687
2015 Q2	$2.01M	Buy	20,703 +2,275	+12%	+$221K	0.02%	712
2015 Q1	$1.71M	Buy	18,428 +984	+6%	+$91.5K	0.02%	744
2014 Q4	$1.41M	Buy	17,444 +275	+2%	+$22.2K	0.02%	766
2014 Q3	$1.28M	Buy	17,169 +491	+3%	+$36.7K	0.02%	758
2014 Q2	$1.21M	Sell	16,678 -337	-2%	-$24.5K	0.02%	774
2014 Q1	$1.16M	Buy	+17,015	New	+$1.16M	0.02%	927
2013 Q4	–	Sell	-12,732	Closed	-$762K	–	941
2013 Q3	$762K	Buy	12,732 +723	+6%	+$43.3K	0.01%	956
2013 Q2	$708K	Buy	+12,009	New	+$708K	0.02%	894