Hermes Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-230,430
| Closed | -$31.7M | – | 223 |
|
|
2017
Q2 | $31.7M | Sell |
230,430
-14,629
| -6% | -$2.01M | 0.52% | 76 |
|
|
2017
Q1 | $33.5M | Buy |
245,059
+6,568
| +3% | +$898K | 0.54% | 75 |
|
|
2016
Q4 | $28.2M | Buy |
238,491
+58,544
| +33% | +$6.92M | 0.48% | 80 |
|
|
2016
Q3 | $24.2M | Sell |
179,947
-23,498
| -12% | -$3.16M | 0.41% | 90 |
|
|
2016
Q2 | $26.1M | Sell |
203,445
-107,746
| -35% | -$13.8M | 0.53% | 80 |
|
|
2016
Q1 | $36.3M | Sell |
311,191
-53,212
| -15% | -$6.2M | 0.76% | 46 |
|
|
2015
Q4 | $40.6M | Buy |
364,403
+17,129
| +5% | +$1.91M | 0.92% | 31 |
|
|
2015
Q3 | $33.7M | Buy |
347,274
+21,245
| +7% | +$2.06M | 0.87% | 37 |
|
|
2015
Q2 | $31.7M | Buy |
326,029
+5,947
| +2% | +$577K | 0.71% | 59 |
|
|
2015
Q1 | $29.8M | Buy |
320,082
+50,155
| +19% | +$4.66M | 0.69% | 58 |
|
|
2014
Q4 | $21.8M | Sell |
269,927
-86,754
| -24% | -$7.02M | 0.56% | 80 |
|
|
2014
Q3 | $26.7M | Buy |
356,681
+7,759
| +2% | +$580K | 0.68% | 67 |
|
|
2014
Q2 | $25.3M | Sell |
348,922
-72,191
| -17% | -$5.24M | 0.7% | 66 |
|
|
2014
Q1 | $28.6M | Sell |
421,113
-14,422
| -3% | -$981K | 0.9% | 56 |
|
|
2013
Q4 | $30.1M | Sell |
435,535
-14,126
| -3% | -$976K | 0.92% | 55 |
|
|
2013
Q3 | $26.9M | Buy |
449,661
+56,818
| +14% | +$3.4M | 0.91% | 55 |
|
|
2013
Q2 | $23.2M | Buy |
+392,843
| New | +$23.2M | 0.9% | 50 |
|