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Ipswich Investment Management’s Equifax EFX Stock Holding History

Ipswich Investment Management’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
2025
Q4 		– Sell
-964
Closed -$247K – 188
2025
Q3 		$247K Hold
964
– – 0.06% 161
2025
Q2 		$250K Hold
964
– – 0.06% 163
2025
Q1 		$235K Hold
964
– – 0.06% 170
2024
Q4 		$246K Buy
964
+160
+20% +$42.9K 0.06% 170
2024
Q3 		$236K Buy
+804
New +$227K 0.05% 178
2024
Q2 		– Sell
-804
Closed -$215K – 190
2024
Q1 		$215K Buy
+804
New +$205K 0.05% 182
2022
Q1 		– Sell
-804
Closed -$235K – 197
2021
Q4 		$235K Hold
804
– – 0.05% 184
2021
Q3 		$204K Buy
+804
New +$209K 0.05% 190
2019
Q1 		– Sell
-804
Closed -$75K – 238
2018
Q4 		$75K Buy
+804
New +$85.6K 0.03% 239
2017
Q3 		– Sell
-2,069
Closed -$284K – 143
2017
Q2 		$284K Hold
2,069
– – 0.13% 114
2017
Q1 		$283K Buy
2,069
+65
+3% +$8.27K 0.12% 111
2016
Q4 		$237K Hold
2,004
– – 0.11% 116
2016
Q3 		$270K Hold
2,004
– – 0.13% 110
2016
Q2 		$257K Sell
2,004
-47
-2% -$5.69K 0.13% 112
2016
Q1 		$248K Hold
2,051
– – 0.12% 108
2015
Q4 		$228K Buy
+2,051
New +$222K 0.1% 124

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