Jefferies Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-79,791
| Closed | -$13.7K | – | 1391 |
|
|
2020
Q2 | $13.7K | Buy |
79,791
+54,291
| +213% | +$8.04M | 0.16% | 91 |
|
|
2020
Q1 | $3.05M | Buy |
25,500
+21,500
| +538% | +$3.13M | 0.03% | 498 |
|
|
2019
Q4 | $560K | Sell |
4,000
-7,700
| -66% | -$1.07M | ﹤0.01% | 1741 |
|
|
2019
Q3 | $1.65M | Buy |
+11,700
| New | +$1.65M | 0.01% | 1214 |
|
|
2018
Q3 | – | Sell |
-15,270
| Closed | -$1.91M | – | 2484 |
|
|
2018
Q2 | $1.91M | Sell |
15,270
-7,562
| -33% | -$896K | 0.01% | 918 |
|
|
2018
Q1 | $2.69M | Buy |
+22,832
| New | +$2.74M | 0.01% | 718 |
|
|
2017
Q4 | – | Sell |
-169
| Closed | -$18K | – | 2551 |
|
|
2017
Q3 | $18K | Sell |
169
-17,496
| -99% | -$2.31M | ﹤0.01% | 2255 |
|
|
2017
Q2 | $2.43M | Buy |
17,665
+7,548
| +75% | +$1.04M | 0.02% | 863 |
|
|
2017
Q1 | $1.38M | Buy |
+10,117
| New | +$1.29M | 0.01% | 1102 |
|
|
2016
Q4 | – | Sell |
-25,785
| Closed | -$3.47M | – | 2268 |
|
|
2016
Q3 | $3.47M | Buy |
+25,785
| New | +$3.42M | 0.02% | 678 |
|
|
2016
Q2 | – | Sell |
-6,153
| Closed | -$703K | – | 2203 |
|
|
2016
Q1 | $703K | Buy |
+6,153
| New | +$647K | ﹤0.01% | 1290 |
|
|
2015
Q4 | – | Sell |
-6,096
| Closed | -$592K | – | 2335 |
|
|
2015
Q3 | $592K | Sell |
6,096
-4,670
| -43% | -$464K | ﹤0.01% | 1436 |
|
|
2015
Q2 | $1.04M | Buy |
10,766
+6,177
| +135% | +$603K | 0.01% | 1221 |
|
|
2015
Q1 | $427K | Sell |
4,589
-2,098
| -31% | -$186K | ﹤0.01% | 1437 |
|
|
2014
Q4 | $541K | Sell |
6,687
-5,028
| -43% | -$389K | ﹤0.01% | 1253 |
|
|
2014
Q3 | $876K | Buy |
+11,715
| New | +$892K | 0.01% | 1063 |
|
|
2014
Q2 | – | Sell |
-24,647
| Closed | -$1.68M | – | 2144 |
|
|
2014
Q1 | $1.68M | Buy |
+24,647
| New | +$1.72M | 0.02% | 683 |
|
|
2013
Q4 | – | Sell |
-15,938
| Closed | -$954K | – | 1983 |
|
|
2013
Q3 | $954K | Buy |
15,938
+4,626
| +41% | +$285K | 0.01% | 929 |
|
|
2013
Q2 | $667K | Buy |
+11,312
| New | +$682K | 0.01% | 942 |
|
Other funds holding EFX
