Copeland Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$4.71K | – | 302 |
|
|
2023
Q2 | $4.71K | Buy |
+20
| New | +$4.71K | ﹤0.01% | 233 |
|
|
2017
Q3 | – | Sell |
-100,065
| Closed | -$13.8M | – | 137 |
|
|
2017
Q2 | $13.8M | Sell |
100,065
-1,255
| -1% | -$172K | 0.9% | 54 |
|
|
2017
Q1 | $13.5M | Buy |
101,320
+2,034
| +2% | +$270K | 0.94% | 45 |
|
|
2016
Q4 | $11.7M | Sell |
99,286
-2,720
| -3% | -$322K | 0.76% | 56 |
|
|
2016
Q3 | $13.7M | Buy |
102,006
+67,697
| +197% | +$9.11M | 0.88% | 51 |
|
|
2016
Q2 | $4.41M | Sell |
34,309
-2,290
| -6% | -$294K | 0.3% | 91 |
|
|
2016
Q1 | $4.18M | Buy |
+36,599
| New | +$4.18M | 0.29% | 91 |
|