Independent Franchise Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-191,437
| Closed | -$30M | – | 26 |
|
|
2020
Q3 | $30M | Sell |
191,437
-884,911
| -82% | -$139M | 0.3% | 25 |
|
|
2020
Q2 | $185M | Sell |
1,076,348
-860,924
| -44% | -$148M | 1.88% | 20 |
|
|
2020
Q1 | $231M | Sell |
1,937,272
-1,162,871
| -38% | -$139M | 2.85% | 18 |
|
|
2019
Q4 | $434M | Sell |
3,100,143
-691,062
| -18% | -$96.8M | 4.35% | 12 |
|
|
2019
Q3 | $533M | Sell |
3,791,205
-592,491
| -14% | -$83.3M | 5.44% | 9 |
|
|
2019
Q2 | $593M | Sell |
4,383,696
-59,743
| -1% | -$8.08M | 6.1% | 6 |
|
|
2019
Q1 | $527M | Buy |
4,443,439
+182,009
| +4% | +$21.6M | 5.94% | 6 |
|
|
2018
Q4 | $397M | Buy |
4,261,430
+171,723
| +4% | +$16M | 4.87% | 11 |
|
|
2018
Q3 | $534M | Buy |
4,089,707
+1,744
| +0% | +$228K | 5.13% | 11 |
|
|
2018
Q2 | $511M | Buy |
4,087,963
+196,372
| +5% | +$24.6M | 4.84% | 13 |
|
|
2018
Q1 | $458M | Buy |
+3,891,591
| New | +$458M | 4.07% | 14 |
|