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Horizon Bancorp’s Equifax EFX Stock Holding History

Horizon Bancorp’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
2024
Q4 		– Sell
-125
Closed -$37K – 198
2024
Q3 		$37K Sell
125
-7
-5% -$1.97K 0.02% 143
2024
Q2 		$32K Hold
132
– – 0.02% 152
2024
Q1 		$35K Sell
132
-12
-8% -$3.05K 0.02% 158
2023
Q4 		$36K Hold
144
– – 0.02% 164
2023
Q3 		$26K Sell
144
-62
-30% -$12.7K 0.02% 162
2023
Q2 		$48K Sell
206
-386
-65% -$81.2K 0.03% 116
2023
Q1 		$120K Sell
592
-22
-4% -$4.58K 0.08% 65
2022
Q4 		$119K Buy
+614
New +$112K 0.07% 100
2020
Q3 		$178K Sell
1,132
-48
-4% -$7.86K 0.25% 116
2020
Q2 		$203K Sell
1,180
-224
-16% -$33.2K 0.22% 90
2020
Q1 		$168K Sell
1,404
-380
-21% -$55.3K 0.26% 100
2019
Q4 		$250K Buy
+1,784
New +$247K 0.23% 125

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Morgan Stanley
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Kayne Anderson Rudnick Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return