CAM
Congress Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-536,078
| Closed | -$73.7M | – | 385 |
|
|
2017
Q2 | $73.7M | Buy |
536,078
+44,084
| +9% | +$6.06M | 1.32% | 22 |
|
|
2017
Q1 | $67.3M | Buy |
491,994
+48,520
| +11% | +$6.63M | 1.29% | 15 |
|
|
2016
Q4 | $52.4M | Buy |
443,474
+54,051
| +14% | +$6.39M | 1.1% | 40 |
|
|
2016
Q3 | $52.4M | Buy |
389,423
+24,372
| +7% | +$3.28M | 1.16% | 28 |
|
|
2016
Q2 | $46.9M | Buy |
365,051
+11,323
| +3% | +$1.45M | 1.08% | 37 |
|
|
2016
Q1 | $40.4M | Buy |
353,728
+5,437
| +2% | +$621K | 0.98% | 42 |
|
|
2015
Q4 | $38.8M | Sell |
348,291
-9,965
| -3% | -$1.11M | 0.96% | 40 |
|
|
2015
Q3 | $34.8M | Buy |
358,256
+81,519
| +29% | +$7.92M | 0.9% | 41 |
|
|
2015
Q2 | $26.9M | Sell |
276,737
-64,473
| -19% | -$6.26M | 0.77% | 45 |
|
|
2015
Q1 | $31.7M | Buy |
341,210
+58,728
| +21% | +$5.46M | 0.76% | 48 |
|
|
2014
Q4 | $22.8M | Sell |
282,482
-41,852
| -13% | -$3.38M | 0.58% | 50 |
|
|
2014
Q3 | $24.2M | Buy |
324,334
+27,725
| +9% | +$2.07M | 0.62% | 53 |
|
|
2014
Q2 | $21.5M | Buy |
296,609
+18,995
| +7% | +$1.38M | 0.55% | 64 |
|
|
2014
Q1 | $18.9M | Buy |
277,614
+91,261
| +49% | +$6.21M | 0.47% | 66 |
|
|
2013
Q4 | $12.9M | Sell |
186,353
-41,668
| -18% | -$2.88M | 0.34% | 62 |
|
|
2013
Q3 | $13.6M | Buy |
228,021
+14,844
| +7% | +$888K | 0.38% | 71 |
|
|
2013
Q2 | $12.6M | Buy |
+213,177
| New | +$12.6M | 0.37% | 65 |
|