Capital Fund Management (CFM)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49,533
| Closed | -$12.6M | – | 913 |
|
|
2024
Q4 | $12.6M | Buy |
+49,533
| New | +$12.6M | 0.03% | 218 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 803 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 767 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 797 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 815 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 704 |
|
|
2021
Q4 | – | Sell |
-26,052
| Closed | -$6.6M | – | 681 |
|
|
2021
Q3 | $6.6M | Buy |
+26,052
| New | +$6.6M | 0.05% | 150 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 672 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 639 |
|
|
2020
Q4 | – | Sell |
-17,183
| Closed | -$2.7M | – | 651 |
|
|
2020
Q3 | $2.7M | Buy |
17,183
+1,273
| +8% | +$200K | 0.03% | 232 |
|
|
2020
Q2 | $2.73M | Sell |
15,910
-12,758
| -45% | -$2.19M | 0.04% | 163 |
|
|
2020
Q1 | $3.42M | Buy |
28,668
+16,270
| +131% | +$1.94M | 0.05% | 192 |
|
|
2019
Q4 | $1.74M | Buy |
12,398
+6,545
| +112% | +$917K | 0.01% | 403 |
|
|
2019
Q3 | $823K | Buy |
5,853
+1,045
| +22% | +$147K | 0.01% | 457 |
|
|
2019
Q2 | $650K | Buy |
+4,808
| New | +$650K | 0.01% | 491 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 880 |
|
|
2018
Q4 | – | Sell |
-50,412
| Closed | -$6.58M | – | 907 |
|
|
2018
Q3 | $6.58M | Buy |
50,412
+24,677
| +96% | +$3.22M | 0.04% | 276 |
|
|
2018
Q2 | $3.22M | Sell |
25,735
-48,713
| -65% | -$6.1M | 0.02% | 404 |
|
|
2018
Q1 | $8.77M | Buy |
+74,448
| New | +$8.77M | 0.05% | 227 |
|
|
2017
Q4 | – | Sell |
-44,600
| Closed | -$4.73M | – | 922 |
|
|
2017
Q3 | $4.73M | Buy |
+44,600
| New | +$4.73M | 0.03% | 304 |
|
|
2016
Q4 | – | Sell |
-20,110
| Closed | -$2.71M | – | 940 |
|
|
2016
Q3 | $2.71M | Buy |
20,110
+12,359
| +159% | +$1.66M | 0.02% | 357 |
|
|
2016
Q2 | $995K | Buy |
+7,751
| New | +$995K | 0.01% | 526 |
|
|
2016
Q1 | – | Sell |
-20,563
| Closed | -$2.29M | – | 914 |
|
|
2015
Q4 | $2.29M | Sell |
20,563
-35,916
| -64% | -$4M | 0.02% | 345 |
|
|
2015
Q3 | $5.49M | Buy |
56,479
+46,579
| +470% | +$4.53M | 0.06% | 190 |
|
|
2015
Q2 | $961K | Buy |
+9,900
| New | +$961K | 0.01% | 384 |
|
|
2014
Q4 | – | Sell |
-47,200
| Closed | -$3.53M | – | 778 |
|
|
2014
Q3 | $3.53M | Buy |
+47,200
| New | +$3.53M | 0.04% | 212 |
|
|
2014
Q2 | – | Sell |
-31,323
| Closed | -$2.13M | – | 844 |
|
|
2014
Q1 | $2.13M | Buy |
+31,323
| New | +$2.13M | 0.03% | 323 |
|