James Investment Research’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,750
| Closed | -$443K | – | 665 |
|
|
2016
Q4 | $443K | Sell |
3,750
-59,707
| -94% | -$7.05M | 0.01% | 299 |
|
|
2016
Q3 | $8.54M | Sell |
63,457
-3,163
| -5% | -$426K | 0.23% | 123 |
|
|
2016
Q2 | $8.55M | Buy |
66,620
+10,878
| +20% | +$1.4M | 0.22% | 123 |
|
|
2016
Q1 | $6.37M | Sell |
55,742
-1,574
| -3% | -$180K | 0.16% | 129 |
|
|
2015
Q4 | $6.38M | Sell |
57,316
-261
| -0.5% | -$29.1K | 0.16% | 129 |
|
|
2015
Q3 | $5.6M | Buy |
57,577
+43,447
| +307% | +$4.22M | 0.15% | 128 |
|
|
2015
Q2 | $1.37M | Sell |
14,130
-575
| -4% | -$55.8K | 0.03% | 209 |
|
|
2015
Q1 | $1.37M | Buy |
14,705
+240
| +2% | +$22.3K | 0.03% | 220 |
|
|
2014
Q4 | $1.17M | Sell |
14,465
-9,720
| -40% | -$786K | 0.03% | 224 |
|
|
2014
Q3 | $1.81M | Buy |
24,185
+7,240
| +43% | +$541K | 0.06% | 185 |
|
|
2014
Q2 | $1.23M | Sell |
16,945
-11,265
| -40% | -$817K | 0.04% | 202 |
|
|
2014
Q1 | $1.92M | Sell |
28,210
-3,295
| -10% | -$224K | 0.06% | 181 |
|
|
2013
Q4 | $2.18M | Sell |
31,505
-105
| -0.3% | -$7.25K | 0.07% | 184 |
|
|
2013
Q3 | $1.89M | Sell |
31,610
-17,700
| -36% | -$1.06M | 0.07% | 174 |
|
|
2013
Q2 | $2.91M | Buy |
+49,310
| New | +$2.91M | 0.12% | 134 |
|