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Brinker Capital’s Equifax EFX Stock Holding History

Brinker Capital’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2.51M Sell
14,600
-396
-3% -$58.7K 0.08% 242
2020
Q1 		$1.79M Sell
14,996
-860
-5% -$125K 0.07% 262
2019
Q4 		$2.22M Buy
15,856
+687
+5% +$95.2K 0.07% 285
2019
Q3 		$2.13M Sell
15,169
-2,708
-15% -$382K 0.07% 277
2019
Q2 		$2.42M Sell
17,877
-2,009
-10% -$252K 0.09% 222
2019
Q1 		$2.36M Buy
19,886
+5,848
+42% +$624K 0.09% 225
2018
Q4 		$1.31M Sell
14,038
-523
-4% -$55.7K 0.06% 330
2018
Q3 		$1.9M Buy
14,561
+401
+3% +$52.2K 0.07% 302
2018
Q2 		$1.77M Buy
14,160
+1,845
+15% +$219K 0.07% 300
2018
Q1 		$1.45M Sell
12,315
-2,312
-16% -$278K 0.06% 354
2017
Q4 		$1.73M Buy
14,627
+2,009
+16% +$226K 0.07% 277
2017
Q3 		$1.34M Buy
+12,618
New +$1.67M 0.06% 331
2017
Q2 		– Sell
-6,424
Closed -$878K – 714
2017
Q1 		$878K Buy
6,424
+836
+15% +$106K 0.04% 408
2016
Q4 		$661K Sell
5,588
-143
-2% -$17.5K 0.04% 383
2016
Q3 		$771K Sell
5,731
-111
-2% -$14.7K 0.07% 106
2016
Q2 		$750K Buy
5,842
+703
+14% +$85.1K 0.07% 106
2016
Q1 		$587K Buy
5,139
+1,094
+27% +$115K 0.05% 156
2015
Q4 		$450K Buy
+4,045
New +$437K 0.04% 137

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CCM
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